Daniel Fitzpatrick
Daniel Fitzpatrick is a registered investment advisor at Elevate Capital Management, L.L.C., based in San Francisco, CA, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 1 more. Their firm serves 39 clients with $47M 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 | 1.00% |
Fees are generally negotiable. Qualified clients may also be subject to an alternative performance-based fee structure consisting of a 1% annual management fee plus a 10% performance fee on capital appreciation exceeding a 10% hurdle rate.
Fee Estimator
Location
235 Montgomery Street, Suite 830, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2018Other Business Activities
Daniel is a real estate broker/dealer and owner of Pacific Pathways Real Estate Inc. He is also a California licensed attorney and collects fees for legal services.
Employment History
Current Registrations
Elevate Capital Management, L.L.C.
Previous Registrations
Elevate Wealth Management, L.L.C.
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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