Patrick Lach is a CFA, CFP-designated registered investment advisor at Lach Financial, based in Louisville, KY, with 14 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 2 more. Their firm serves 44 clients with $25M 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% |
The annual fee is 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
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