Patrick Bruski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Key West, FL, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Key West, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick operates Modus Wealth Management LLC as a DBA for his LPL business and provides investment advisory services through NewEdge Advisors, dedicating nearly full-time hours to the latter. He also owns Bruski Holdings Company, LLC, a real estate office, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations22 states
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