Patrick Financial Group

Financial Advisor in Livingston County, MI

Firm Info
Address: 824 W Grand River Rd, Brighton, MI 48116, USA
Phone: (810) 225-9876

Firm Size
Assets Under Management: $168.3 million
# of Advisors: 2
# of Clients: 1,298
Client to Advisor Ratio: 649:1
Average Account Size: $129,642
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Patrick Financial Group LLC. Overview

Patrick Financial Group LLC is a fee-only registered investment advisory firm that has been in business since 2015. Headquartered in Brighton, MI, this firm is primarily an insurance broker/agent providing investment advice to clients. Its fee structure means that clients only pay for the services they receive, making this firm a trustworthy partner in managing their wealth. This firm offers a range of services, primarily portfolio management for individuals and small businesses. This means that client portfolios are tailored specifically to their needs, whether they are looking to grow their wealth or protect their assets. As an insurance broker, Patrick Financial Group LLC can also provide additional services such as risk management and estate planning to help clients reach their financial goals. In summary, Patrick Financial Group LLC is an experienced, fee-only registered investment advisory firm that provides clients with customized portfolio management services. As an insurance broker, it can also advise on risk management and estate planning to ensure clients achieve their financial objectives. With a strong focus on client needs and an ethical approach to charging fees, this firm is a trustworthy choice for anyone looking to manage their wealth effectively.

The clients served by Patrick Financial Group LLC span various demographics, including individuals and pension or profit sharing plans. The firm offers customized financial solutions and investment strategies tailored to each client, whether they are high net-worth individuals or corporations seeking to grow their assets. With the extensive knowledge and expertise of its team of financial professionals, Patrick Financial Group LLC caters to the diverse needs and requirements of its clients. As for the fee structures available, Patrick Financial Group LLC provides percentage of AUM-based fees for its asset management services. This refers to the percentage charged on the assets under management (AUM) of a client. This fee structure aligns the interests of the firm with those of its clients, as it incentivizes the firm to grow the assets of clients within its portfolio. Besides AUM-based fees, Patrick Financial Group LLC offers other fee models, such as hourly fees and fixed fees for specific services. Clients are free to choose the fee structure that best works for them so that they can have peace of mind and focus on their financial objectives.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Patrick Financial Group LLC, as stated in their Part 2 Brochure, is $50,000. The brochure notes that the firm may accept accounts for less than the minimum at their discretion.

How This Office Can Help Livingston County, MI Residents

Patrick Financial Group provides a wide range of financial services to clients in Livingston County, MI, including investment management, retirement planning, estate planning, tax planning, and insurance services. With years of experience in the financial industry, their team prides itself on its personalized approach, helping clients develop customized financial plans based on their unique goals and circumstances. Many clients in Livingston County face challenges such as planning for retirement, managing debt, saving for their children's education, and planning for the transfer of their assets to their heirs. The team at Patrick Financial Group understands the importance of these goals and works closely with clients to develop a comprehensive plan to achieve them. They also provide ongoing support and guidance to ensure clients remain on track to meet their financial objectives. Whether you're just getting started or looking for ways to optimize your existing portfolio, Patrick Financial Group can help.

To view the Minimum Investment and Fee Schedule for Patrick Financial Group LLC., visit their Part 2 Brochure.

Services Offered by Patrick Financial Group LLC.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Patrick Financial Group LLC. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients


This Office Location

Firm location 824 W Grand River Rd, Brighton, MI 48116, USA
Phone (810) 225-9876
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Patrick Financial Group LLC. is registered to service clients in the following states:

  • Colorado
  • Florida
  • Michigan
  • Texas

Disciplinary History

Patrick Financial Group LLC. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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