Advisor at Brooke Forest Capital LLC
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Firm
Brooke Forest Capital LLC
Location
Alpharetta, GA 30022
Credentials
Series 66
Industry experience
8 years
Patrick Volpe is a financial advisor at Brooke Forest Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Latitude Advisors, LLC and Edward Jones. Outside of his advisory role, he is a licensed insurance agent. Brooke Forest Capital LLC serves individual clients, including high-net-worth individuals, offering portfolio management and financial planning without an account minimum. The firm employs various analytic approaches and maintains discretionary trading authority to manage a diverse range of investment vehicles.
Financial planning fixed fees range from $1,500 to $5,000
1.50% annually
$500 per hour
11175 Cicero Dr, Suite 100
Alpharetta, GA 30022
Georgia · Texas
Latitude Advisors, LLC
2021 - 2024 (3 years)
Gwn Securities, Inc.
2021 - 2023 (2 years)
Mass Mutual Investors Services
2020 - 2021 (1 year)
Brooke Forest Capital LLC
2019 - Present (7 years)
Mass Mutual Life Insurance Co
2019 - 2021 (2 years)
Edward Jones
2017 - 2019 (2 years)
Edward Jones
2017 - 2019 (2 years)
US Bank
2004 - 2017 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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