Patrick Lonergan is a registered investment advisor at Vital Capital LLC, based in Clinton, IA, with 15 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 100 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
132 6th Avenue South, Clinton, IA, 52732
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Regulatory 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 an insurance broker operating as The Lonergan Group, selling New York Life products and other insurance. He also owns JPL Investment LLC (investment real estate), Park Vista Senior Housing Management, Vital LLC (consulting), and Vital Strategies LLC (marketing firm), dedicating minimal time to the latter three.
Employment History
Current Registrations
Vital Capital LLC
Previous Registrations
Central Wealth Management LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.