Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fitzpatrick is an Investment Advisor Representative at Logan Capital Management, Inc. William has been in the financial services industry since February 2011. William has a registration in Pennsylvania, and holds a Chartered Financial Analyst designation. William's specialties include portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, financial planning, selection of other advisers and publication of periodicals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
10/11/2019 - Present
Logan Capital Management, Inc. (NEWTOWN SQUARE PA)
Active
Inactive
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