William Patterson is a registered investment advisor at Second Avenue Capital, based in Minneapolis, MN, with 11 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 2 clients with $5M 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 | 1.00% |
Fees are negotiable and may be waived in certain circumstances. Performance-based fees may be charged to clients with a net worth of $1,500,000 or more.
Fee Estimator
Location
60 South 6th Street, Suite 2560, Minneapolis, MN, 55402
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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
Second Avenue Capital
State Registrations1 state
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