Harold Kirkpatrick is a CFP-designated registered investment advisor at Procyon, based in Holden, MA, with 11 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,444 clients with $7.8B 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 - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | Included |
Fees may be negotiable for accounts over $100,000,000. Certain Clients who joined the Advisor through acquisitions may continue to be charged fees under their legacy fee schedules.
Fee Estimator
Location
Holden, MA
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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
Harold is a strategic advisor for Fruitful, Inc., a fintech financial advisory firm, dedicating minimal time. He also works as a consultant for GLG Consulting, providing advice to firms in financial services and technology industries, also dedicating minimal time.
Employment History
Current Registrations
Procyon
Previous Registrations
Connectus Wealth
Facet
Purshe Kaplan Sterling InvestmentsBroker
M Holdings Securities, INC.Broker
Pruco Securities, LLC.Broker
State Registrations2 states
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