Daniel Fitzpatrick

8 Years of Experience

San Francisco, CA

1 Disclosure

Daniel Fitzpatrick is a registered investment advisor at Elevate Capital Management, L.L.C., based in San Francisco, CA, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $35M in assets under management.

Elevate Capital Management, L.L.C.

Compensation

Fee-Only (% of Portfolio)

Firm Size

4 advisors

Number of Clients

69 clients

Average Client Portfolio

$502K average

Assets Under Management

$34.7M

Fee Structure

Minimum Investment:None

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

One Embarcadero Center, Suite 400, San Francisco, CA, 94111

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History

Regulatory History (1)

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Customer Dispute

February 2018

Pending

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Other 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.

June 2019 - Present · 6 yrs 11 mos

Previous Registrations

Elevate Wealth Management, L.L.C.

July 2017 - July 2019 · 2 yrs

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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