Patrick Hitchcock
Patrick Hitchcock is a registered investment advisor at Moment Partners, LLC, based in San Francisco, CA, with 32 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 405 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moment Partners offers investment and wealth management services for a maximum annual fee of 1.75% of the assets they manage. The advisory fees are negotiated based on the complexity of the engagement and the total household assets. Moment can also manage client assets on a fixed annual fee basis, billed quarterly in advance. Family members and close personal friends can be eligible for discounted fee rates.
Location
535 Mission Street, Suite 2310, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2004Customer Dispute
May 1998Other Business Activities
Patrick is a board member of Lodgepole Parque Homeowners Association since 2022, overseeing property upkeep and maintenance. This requires minimal time.
Employment History
Current Registrations
Moment Partners, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Painewebber IncorporatedBroker
State Registrations2 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.