Randy Pattison
Randy Pattison is a registered investment advisor at Belleair Wealth Management, LLC, based in Belleair Bluffs, FL, with 16 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 147 clients with $110M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Belleair retains discretion to negotiate the management fee within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Location
2811 West Bay Drive, Belleair Bluffs, FL, 33770
Get directionsHistory
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 ActivitiesSells Insurance
Randy is a General Member/Owner of Pattison Wealth, LLC, marketing insurance and investment products, dedicating about a quarter of his time. He is also a Member/Manager of Ralan, LLC, a holding company, and a Managing Member & General Agent of Belleair Health, LLC, an insurance agency providing life and health insurance, spending about 10-20% of his time.
Employment History
Current Registrations
Belleair Wealth Management, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Wells Fargo Advisors, LLC
State Registrations3 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.