Patrick Robertson
Patrick Robertson is a registered investment advisor at Strategic Wealth Management LLC, based in South Natick, MA, with 36 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 181 clients with $79M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
8 Pleasant St, 2B, South Natick, MA, 01760
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 →Other Business ActivitiesSells Insurance
Patrick sells fixed life insurance and annuities through Greyhound Financial, dedicating about 10-20% of his time. He also works as an advisor with Securities America Advisory, spending about 10-20% of his time providing securities recommendations and managing accounts.
Employment History
Current Registrations
Strategic Wealth Management LLC
Dai Securities, LLC
Dai Securities, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
The Patriot Financial Group, LLC
Securities America, INC.Broker
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Davinci Capital Management INC.Broker
Infinex Investments, INC.Broker
Bisys Brokerage Services, INC.Broker
Ffp Securities, INC.Broker
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations15 states
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.