Patrick M. Sweeney & Associates offers personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Founded in 2001 and based in Libertyville, Illinois, the firm provides both discretionary and non-discretionary asset management. Its holistic approach covers cash flow management, insurance reviews, investment management, education funding, retirement planning, estate planning, and tax preparation. The firm operates as a fee-only advisor, meaning it does not accept commissions or sell financial products like insurance or annuities. Clients typically choose between ongoing advisory service agreements, standalone financial planning, annual retainers, or hourly planning engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K+ | 0.60% |
Fees are negotiable. The minimum annual fee is $800.