Patrick Fremont is a registered investment advisor at Fremont Wealth Management, LP, based in Southport, CT, with 29 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 73 clients with $38M 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 $200K | 1.50% |
| $200K - $400K | 1.00% |
| $400K+ | 1.00% |
Fees may be negotiable. The fee schedule is the firm’s basic fee schedule generally charged to clients absent negotiated circumstances.
Fee Estimator
Location
3530 Post Road, Ste 203, Southport, CT, 06890
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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 →Employment History
Current Registrations
Fremont Wealth Management, LP
Previous Registrations
Schwartz & Hofflich Capital Management, L.P.
State Registrations2 states
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