D.B. Fitzpatrick Review


Trust Score 96%
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D.B. Fitzpatrick, federally registered in 1984, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advisors. D.B. Fitzpatrick manages $518.2 million and provides investment advisory services for 96 clients (1:32 advisor/client ratio).

D.B. Fitzpatrick requires a $200,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 32 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $518.2 million
Average Account AUM $5,397,723
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $200,000
Minimum Annual Fee $2,000
Advisor / Client Ratio 1:32
Headquarters Boise, ID
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $5,000,000 0.75%
$5,000,001+ 0.50%


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