Patrick Volpe
Patrick Volpe is a registered investment advisor at Brooke Forest Capital LLC, based in Alpharetta, GA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29 clients with $26M 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.
Fee Estimator
Location
11175 Cicero Dr, Suite 100, Alpharetta, GA, 30022
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 ActivitiesSells Insurance
Patrick is a licensed insurance agent and owns Personal Real Estate Investment, managing private rental properties since 1986. He dedicates about half of his time outside of trading hours to this real estate business.
Employment History
Current Registrations
Brooke Forest Capital LLC
Previous Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Edward Jones
Edward JonesBroker
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.