Maurice Patterson
Maurice Patterson is a registered investment advisor at Mhp Asset Management, based in Tilton, NH, with 22 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 97 clients with $48M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.80% |
The above fee schedule serves only as a guideline and may be negotiated at the discretion of MHP Asset Management. Aggregated or family accounts may qualify for a lower fee schedule. Options strategies may incur an additional 0.25% to the stated fee. Total advisory fees will never exceed 2.0% annually.
Fee Estimator
Location
322 West Main St, Tilton, NH, 03276
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
Maurice is a licensed insurance producer. More information is needed to determine the types of insurance and time commitment.
Employment History
Current Registrations
Mhp Asset Management
Previous Registrations
Compass Financial Management LLC
Mhp Asset Management LLC
Walnut Street Securities, INC.
Primevest Financial Services, INC.
Metlife Securities INC.
State Registrations5 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.