Kevin Patrick is a registered investment advisor at Objective Advisors LLC, based in Bellevue, WA, with 35 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees are negotiable. All clients do not pay the same fee. A lower fee for a comparable service may be available from other sources.
Fee Estimator
Location
Bellevue, WA
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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 →Other Business Activities
Kevin is a managing member of Forensic Image and Data Analytics, LLC, a non-investment related entity. He spends minimal time ensuring the LLC remains current with the Washington Secretary of State.
Employment History
Current Registrations
Objective Advisors LLC
Previous Registrations
Freestone Capital Management, LLC
Freestone Capital Management INC
Merrill Lynch Pierce Fenner & Smith INC.
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.