Patti Lerch is a registered investment advisor at Guidedquest, LLC, based in Stafford, VA, with 13 years of industry experience. Patti 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
GuidedQuest does not directly manage your investments. Instead, they recommend third-party investment advisors (TPAs) to manage your portfolio. GuidedQuest shares in the fees you pay to the TPA. The total annual fee will range from 1.00% -1.95% of the assets managed, with GuidedQuest receiving between .50% and 1.40%. The fees are negotiable, depending on the amount of client assets managed and the total assets GuidedQuest places with the TPA.
Location
Stafford, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patti markets equity indexed annuities, fixed insurance products, and long-term care market trusts for The Estate Plan, setting up estates for individuals to protect assets and income. She also works as a paraprofessional with Stafford County Public Schools, assisting children with special needs.
Employment History
Current Registrations
Guidedquest, LLC
Previous Registrations
Virtue Capital Management, LLC
Brookstone Capital Management LLC
Prosperity Capital Advisors
State Registrations4 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.