Patrick Lawler
Patrick Lawler is a CFP-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Prairie Village, KS, with 13 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,874 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.
Location
7301 Mission Road, Suite 326, Prairie Village, KS, 66208
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Regulatory History (1)
Customer Dispute
December 2024Other Business ActivitiesSells Insurance
Patrick is a partner/co-owner of Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC, providing investment, insurance, and financial planning services full-time. He also sells fixed insurance, dedicating a few hours per week to providing insurance advice. Patrick is also a co-owner of LRVS 72 Sharp, LLC (real estate investment) and owner of PAL Financial LLC (entity for tax purposes only).
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Mcadam LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations6 states
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.