Patrick Bollinger is a registered investment advisor at Wpg Financial Group, LLC, based in Baltimore, MD, with 8 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 386 clients with $360M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
WPG Advisers may charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Location
3600 O'Donnell Street, Suite 860, Baltimore, MD, 21224
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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 →Employment History
Current Registrations
Wpg Financial Group, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Cambridge Investment Research, INC.Broker
State Registrations1 state
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