Patrick Coyne is a CFP-designated registered investment advisor at Wealth Management Advisors, LLC, based in Ukiah, CA, with 13 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26 clients with $85M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fee Estimator
Location
Ukiah, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealth Management Advisors, LLC
State Registrations1 state
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