Patrick Burkhart
Patrick Burkhart is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 6 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 270,365 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:
- Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
- Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.
These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.
Location
One Nationwide Plaza, 03-07-202, Columbus, OH, 43215
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
Patrick works part-time as a shop assistant at Chestnut Hills Golf Club, dedicating about a quarter of his time. He is also a board member/officer for Bishop Luers High School Alumni, helping raise funds, and a volunteer golf coach for Huntington Catholic School, spending a few hours per week on each activity. These activities are not investment-related.
Employment History
Current Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Previous Registrations
Equitable Advisors, LLCBroker
Nylife Securities LLCBroker
Fbl Marketing Services, LLCBroker
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.