Lindsay Fitzpatrick
Lindsay Fitzpatrick is a CFP-designated registered investment advisor at Old Mission Investment Company, LLC, based in Traverse City, MI, with 12 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 982 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Old Mission Investment Company charges a fee based on the value of your portfolio, ranging from 0.25% to 1.75% annually. The exact fee is negotiable depending on the size and complexity of your account. Fees are charged quarterly in advance. If you keep a substantial amount of cash in a money market account, Old Mission may make accommodations to keep those assets in a non-fee account.
Location
880 Munson Avenue, Suite B, Traverse City, MI, 49686
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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.
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Lindsay is a finance committee board member for the YWCA Great Lakes Bay Region, a non-profit organization, since 2015. She dedicates minimal time to reviewing finances, budgets, and invested assets.
Employment History
Current Registrations
Old Mission Investment Company, LLC
Previous Registrations
Rehmann Financial Network, LLCBroker
Rehmann Financial
Royal Alliance Associates, INC.Broker
State Registrations1 state
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.