Patrick Brobeck is a registered investment advisor at E. A. Horwitz LLC, based in East Pickerington, OH, with 12 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 369 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
E.A. Horwitz, LLC charges a percentage of your portfolio for ongoing monitoring, ranging from 0.625% to 2.00% per year, billed quarterly in advance. This fee may be negotiable. No advisory fee is charged on fixed income securities, cash, or money markets. Open-ended mutual funds are billed on a per-fund basis, and ticket charges may apply to mutual fund trades.
Location
East Pickerington, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick works full-time as the Deputy Director of Quality Assurance for the Office of the Ohio Attorney General. This role involves process improvement and quality control and is unrelated to investment activities.
Employment History
Current Registrations
E. A. Horwitz LLC
State Registrations1 state
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