Patrick Bentivegna
Patrick Bentivegna is a registered investment advisor at Charles Schwab & CO., INC., based in Santa Rosa, CA, with 31 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
200 Fourth Street, Suite 100, Santa Rosa, CA, 95401-6213
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2011Customer Dispute
December 2008Customer Dispute
March 2008Customer Dispute
December 2007Other Business Activities
Patrick owns rental real estate in Petaluma, California, since 2013, where people pay him to stay at his house. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations15 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.