Patrick Shinn is a CFP-designated registered investment advisor at Heritage Asset Advisors LTD., LLP, based in Houston, TX, 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 Investment Management. Their firm serves 394 clients with $260M 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 $625K | 1.50% |
| $625K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
The Program Fee may be negotiable under certain circumstances.
Fee Estimator
Location
Houston, TX
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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 →Other Business Activities
Patrick appears on a weekly radio show called Money Matters on KTRH in Houston. This activity takes minimal time.
Employment History
Current Registrations
Heritage Asset Advisors LTD., LLP
Previous Registrations
UBS Financial Services INC.
State Registrations1 state
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