Harold Kirkpatrick is a CFP-designated registered investment advisor at Procyon, based in Holden, MA, with 11 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,048 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees are negotiable at the sole discretion of Procyon. Accounts from related clients are typically grouped together to achieve lower fee tiers. Trust fiduciary services add an additional 0.25% to the annual rate.
Fee Estimator
Location
Holden, MA
Get directionsHistory
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 Activities
Harold is a strategic advisor for Fruitful, Inc., a fintech financial advisory firm, dedicating minimal time. He also works as a consultant for GLG Consulting, providing advice to firms in financial services and technology industries, also dedicating minimal time.
Employment History
Current Registrations
Procyon
Previous Registrations
Connectus Wealth
Facet
Purshe Kaplan Sterling InvestmentsBroker
M Holdings Securities, INC.Broker
Pruco Securities, LLC.Broker
State Registrations2 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.
Exams
More Advisors
- Brendan Herlihy, CFPExcalibur Management CORP
- Robert Jacobsen, CFPAssabet Advisors, LLC
- Graham Merk, CFP, ChFCCambridge Investment Research Advisors, INC.
- Donald Sienkiewicz, CFPJ.R. Prunier Capital Management LLC
- Jeffrey Prunier, CFPJ.R. Prunier Capital Management LLC
- Ronald Newton, CFPMariner