Patrick Sokol
Patrick Sokol is a registered investment advisor at Fairway Investment Group, LLC, based in Byron Center, MI, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 672 clients with $69M 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% |
Fees are negotiable, with a maximum of 1.0% for Strategic Wealth Management and Optimum Market Portfolio, 1.5% for Model Wealth Portfolio, and 0.85% for Guided Wealth Portfolio.
Fee Estimator
Location
Byron Center, MI
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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
Patrick is an insurance representative with MEA Financial Services since 2016, with the possibility to sell life, long-term care, and property & casualty insurance if licensed. He is also an Investment Advisor Representative (IAR) with Fairway Investment Group LLC since 2018, dedicating about a third of his time to providing investment advisory services.
Employment History
Current Registrations
Fairway Investment Group, LLC
Paradigm Equities, INC.Broker
Paradigm Equities, INC.
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.