Patrick Thornton

14 Years of Experience

Williston, VT

1 Disclosure

Patrick Thornton is a registered investment advisor at Silverlake Wealth Management LLC, based in Williston, VT, with 14 years of industry experience. Patrick 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 722 clients with $570M in assets under management.

Silverlake Wealth Management LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

722 clients

Average Client Portfolio

$793K average

Assets Under Management

$572.7M

Fee Structure

SilverLake Wealth Management charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee ranges from 0.50% to 1.50%, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees are negotiable.

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Location

33 Blair Park Road, Suite 100, Williston, VT, 05495

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2004

Denied

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Employment History

Previous Registrations

Silverlake Wealth Management LLC

June 2024 - March 2026 · 1 yr 9 mos

Belpointe Asset Management LLC

January 2020 - June 2024 · 4 yrs 5 mos

Thornton Investment Management PLLC

March 2019 - January 2020 · 10 mos

Thornton Investment Management PLLC

April 2012 - December 2018 · 6 yrs 8 mos

Thornton Investment Management PLLC

December 2011 - December 2011 · 0 mos

NFP Securities, INC.

April 2003 - March 2011 · 7 yrs 11 mos

Morgan Stanley

December 1994 - March 2003 · 8 yrs 3 mos

Exams

No exam information available for this advisor.

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