Patrick Bassett is a registered investment advisor at Jansson Financial Svcs, based in Dunkirk, MD, with 20 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. Their firm serves 212 clients with $66M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
212 clients
Average Client Portfolio
$310K average
Assets Under Management
$65.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Dunkirk, MD
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Regulatory History
Clean regulatory record
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
Jansson Financial Svcs
July 2025 - Present · 10 mos
Ceros Financial Services, INC.Broker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Archer Distributors, LLCBroker
June 2012 - April 2014 · 1 yr 10 mos
Northern Lights Distributors, LLCBroker
October 2008 - June 2012 · 3 yrs 8 mos
Cfg Financial Associates, INC.Broker
September 2007 - July 2008 · 10 mos
H. Beck, INC.Broker
May 2007 - January 2008 · 8 mos
H. Beck, INC.
May 2007 - January 2008 · 8 mos
Rydex Advisory Services, LLC
January 2006 - April 2007 · 1 yr 3 mos
Rydex Distributors, INC.Broker
October 2004 - April 2007 · 2 yrs 6 mos
H. Beck, INC.
January 2002 - October 2004 · 2 yrs 9 mos
Cfg Financial Associates, INC.Broker
January 2001 - October 2004 · 3 yrs 9 mos
H. Beck, INC.Broker
August 2000 - October 2004 · 4 yrs 2 mos
The Advisors Group, INC.Broker
March 1998 - July 1999 · 1 yr 4 mos
First Maryland Brokerage CorporationBroker
March 1994 - March 1998 · 4 yrs
Paragon Capital CorporationBroker
November 1993 - January 1994 · 2 mos
Fortis Investors, INC.Broker
April 1993 - July 1993 · 3 mos
State Registrations3 states
GAMDVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.