Patricia Peterson
Patricia Peterson is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 42 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Patricia is the executor of her mother's estate and trustee of her sister's trust, and co-owns Corazon Y Luz LLC DBA Azul Wealth Partners, a financial practice, taking nearly full-time. She also owns an online jewelry business, commercial rental property, commercial property held by a living trust, and Elegazelle LLC, dedicating minimal time to each.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Rotan Mosle INC.Broker
Dean Witter Reynolds INC.Broker
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.