Mark Patton is a registered investment advisor at Patton Wealth Advisors, based in Dallas, TX, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 137 clients with $670M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Clients paying a Performance-Based fee are eligible for a negotiated discount.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business Activities
Mark is a manager and member of Belcrest Wines, LLC, formed in August 2020, which makes wine and sells it directly to consumers. He dedicates minimal time to this activity.
Employment History
Current Registrations
Patton Wealth Advisors
Previous Registrations
Patton Miles, LLC
Patton Investment Management
State Registrations1 state
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.