A complete list of active advisors currently associated with Patap Financial Services
Warmer can help you find a great advisor at Patap Financial Services or one who fits your needs even better.
Patap Financial Services provides personalized financial planning and investment management to individuals, estates and small businesses, managing roughly $50.7 million for about 135 clients. The firm serves both high‑net‑worth and non‑HNW individual clients and, in addition to fee‑based advisory services, is affiliated with an insurance agency that offers annuities and life products on a commission basis. The firm typically provides discretionary asset management, documents client objectives in investment policy statements created from questionnaires and interviews, and places trades under a limited power of attorney. Its investment approach emphasizes strategic asset allocation using a core‑and‑satellite mix of index funds and ETFs, supplemented by actively managed funds where appropriate, with a preference for no‑load or low‑load mutual funds and limited access to IPOs. What distinguishes the firm is the combination of percentage‑of‑AUM fee management alongside an affiliated insurance brokerage, a structure that permits both fee‑based portfolio management and commissionable insurance sales and that the brochure identifies as a potential conflict of interest. The firm is small and long‑established, focuses on individualized planning and portfolio management for private clients rather than advising private funds, and uses qualified custodians for client assets.
To learn more about the advisors currently working at Patap Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Naperville, IL
| 28
|
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