Patrick Combs
Patrick Combs is a registered investment advisor at Combs Capital Partners, based in Southlake, TX, with 20 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 103 clients with $59M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees may be negotiable for accounts over $5,000,001.
Fee Estimator
Location
Southlake, TX
Get directionsHistory
Regulatory History (3)
Regulatory
March 2017Employment Separation After Allegations
February 2016Customer Dispute
September 2015Other Business Activities
Patrick is a Senior VP and Consultant at Teamalytics, providing leadership coaching, taking about half his time. He is also a General Partner in Combs Capital Group, LLC and a Managing Director at Vaucluse Capital, both investment-related, dedicating a significant amount of time to these roles.
Employment History
Current Registrations
Combs Capital Partners
Previous Registrations
Archetype Wealth Partners, LLC
Solutions 4 Wealth
Ims Financial Advisors, INC.
Ims Securities, INC.Broker
Ims Financial Advisors, INC.
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 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.