Patrick Lach is a CFA, CFP-designated registered investment advisor at Lach Financial, based in Louisville, KY, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 39 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
3046 Breckinridge Lane, Suite 202, Louisville, KY, 40220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is an Assistant Professor of Finance at Indiana University Southeast, dedicating full-time hours during the academic year and about two-thirds of his time during securities trading hours. He is also the Founder and Managing Member of Lach Properties, a real estate rental business, and provides consulting services through Lach Financial, as well as contributing to The Wall Street Journal.
Employment History
Current Registrations
Lach Financial
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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