Patrick Kirvan
Patrick Kirvan is a registered investment advisor at Advanced Planning Advisors Group INC., based in Naperville, IL, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 227 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Rates vary by strategy: Preservation is 1.00%, Standard/Tactical/Private Wealth/Allocation/Defined Outcome are 1.50%, and Custom Indexing is 1.65%. Client Directed Accounts are a flat $300/year. All portfolios include a $15 quarterly technology fee. Fees are negotiable.
Fee Estimator
Location
400 East Diehl Road, Suite 240, Naperville, IL, 60563
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Patrick is involved in fixed insurance sales through Advanced Planning Advisors Inc. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Advanced Planning Advisors Group INC.
Previous Registrations
Gradient Advisors, LLC
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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