William Patterson
William Patterson is a CFA-designated registered investment advisor at Cullen, Patterson Capital Management, LLC, based in New York, NY, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $180M 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 | 1.25% |
Minimum annual fee of $5,000. Lower fees for comparable services may be available from other sources. Depending on level of service, other fee arrangements may be available.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cullen, Patterson Capital Management, LLC
State Registrations1 state
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