Fitzpatrick Financial Solutions, LLC offers investment advice and financial planning services. Investment advice includes recommending stocks, bonds, mutual funds, and exchange traded funds. Financial planning covers insurance, retirement, and estate planning, and how these plans may impact your taxes. Investment accounts are managed on a non-discretionary basis, meaning clients are notified of every transaction.
Fee Structure
Fitzpatrick Financial Solutions manages investment accounts for a fee based on a percentage of the value of your portfolio. The fee ranges from 0.5% to 2% per year, depending on the size and complexity of the account. The fee is paid quarterly, in advance. Fees may be negotiable. If you cancel your agreement, any prepaid fees will be refunded.