Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Advisor Information
Office location
1515 Buenos Aires Blvd, Lady Lake, FL, 32159
Get directionsRegulatory 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 the founder and retirement income planning specialist at Cotter Financial Group, LLC, spending a few hours per week on workshops and building referral networks. Patrick is also an independent licensed insurance agent since 1990, selling life, health, and annuity products in Florida.