Jeffery Patterson is a registered investment advisor at Level Four Capital Management, based in Fort Worth, TX, with 32 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3,352 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Capital Management (LFCM) manages investments through several programs:
- Managed Assets Program: Fees will not exceed 2.5% annually. Fees are calculated and billed monthly in advance based on the value of your account. Fees may be negotiable.
- Participant Asset Management Program: Fees will not exceed 1.25% annually. This program is for participants in employer-sponsored retirement plans. The annual fee is negotiable.
- ICA Platform Program: Fees will not exceed 2.5% annually. This program is offered through Raymond James & Associates (RJA). Advisory fees may be charged according to a flat or tiered fee schedule. The annual fee is negotiable.
In a sub-advisory relationship, management fees are paid by Level Four Advisory Services (LFAS) directly to LFCM.
Location
1300 S. University Drive, Suite 100, Fort Worth, TX, 76107
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Level Four Advisory Services
Level Four Capital Management
Previous Registrations
Foreside Fund Services, LLCBroker
Quasar Distributors, LLCBroker
The (wilson) Williams Financial GroupBroker
Mckinley Capital Management, LLC
National Securities CorporationBroker
A. G. Edwards & Sons, INC.Broker
Banc One Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.