Patterson Robertson
Patterson Robertson is a registered investment advisor at UBS Financial Services INC., based in Austin, TX, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
98 San Jacinto Blvd, Suite 600, Austin, TX, 78701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patterson is a co-owner of South Texas Outfitters, a board member for Peninsula Owners Association Inc., The Nature Conservancy - Texas Chapter, and Dell Children's Medical Center Foundation. He is also an advisor for Colorado River Alliance and Austin Community Foundation, and a partner in Straight Fork Creek Ranch L.C. and Robertson/Straight Fork Creek Ranch, Ltd.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations9 states
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