John Patten
John Patten is a registered investment advisor at Mar Wealth Management Services, LLC, based in West Palm Beach, FL, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 47 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the client's needs and the complexity of the situation.
Fee Estimator
Location
500 Australian Avenue South, Suite 600, West Palm Beach, FL, 33401
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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
John is a managing member of Patvest, LLC, dealing with personal, auto, and real estate loans, and spends minimal time on it. He is also a managing member of Patten Fiduciary Services, LLC, providing fiduciary services, dedicating about a quarter of his time. Additionally, John is a co-trustee of a trust account managed by MAR.
Employment History
Current Registrations
Mar Wealth Management Services, LLC
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Barnett Investments, INC.Broker
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.