Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, not exceeding 3% annually. The standard fee is 1.00% annually of the account's market value, but fees are negotiable. Financial planning and consultation services are billed at $250/hour, also negotiable. Additional in-person reviews are available at $250/hour, including preparation time. The minimum assets under management is generally $250,000, but accounts below this may be negotiable.
Areas of Practice
Advisor Information
Office location
2025 Lititz Pike, Lancaster, PA, 17601
Get directionsRegulatory History (1)
Employment Separation After Allegations
December 2014Employment History
Current Registrations
Rodgers & Associates
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
Exams
Additional Information
Patrick resides in Lancaster with his wife Shelly, his sons Rowan and Ian and their rescue dog Johnny. When he is not helping clients transition to retirement, you will probably find him grilling. He got hooked on the hobby out of his interest in saving and investing and enjoys finding ways to create a restaurant quality steak dinner at home for a fraction of the cost. Patrick currently serves on the Board of Directors at Lancaster Dollars for Higher Learning, which provides interest-free student loans for qualifying students from Lancaster County.