Patrick Cortazzo
Patrick Cortazzo is a CFP, ChFC-designated registered investment advisor at Embree Financial Group, based in Trafford, PA, with 7 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 936 clients with $2.6B 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% |
The maximum fee charged is 1.50% per year. Fees are negotiable based on the level of services provided and amount of assets involved.
Fee Estimator
Location
Trafford, PA
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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 independent insurance agent since 2018. He spends minimal time on this activity, including one hour during securities trading hours.
Employment History
Current Registrations
Embree Financial Group
Previous Registrations
Waldron Private Wealth
The Wealth Consulting Group
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.