Patrick Justice is a CFP-designated registered investment advisor at Ellsworth Advisors, LLC, based in Hudson, OH, with 11 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 860 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable depending upon the needs of the Client and the complexity of the situation.
Fee Estimator
Location
1764 Georgetown Road, Hudson, OH, 44236
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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 Activities
Patrick is a 50% owner of a single-family home rental property, which is an investment property. This activity is not investment-related.
Employment History
Current Registrations
Ellsworth Advisors, LLC
Previous Registrations
Demming Financial Services CORP.
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.