Michael Patton
Michael Patton is a CFP-designated registered investment advisor at Integrity Wealth Management, INC, based in Greenwell Springs, LA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 46 clients with $35M 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 $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
Greenwell Springs, LA
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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
Michael is a contributing editor for Investment Advisor Magazine since 2005 and a columnist for Forbes.com since 2012. Each role requires a few hours per week during non-trading hours.
Employment History
Current Registrations
Integrity Wealth Management, INC
Previous Registrations
Integrity Wealth Management, INC
Integrity Wealth Management, INC
Banc One Securities Corporation
Mascoma Mutual Financial Services
Mascoma Mutual Financial Services
Linsco/private Ledger CORP.
State Registrations1 state
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