Patricia Yeager is a CFP-designated registered investment advisor at Simon Quick Advisors, LLC, based in Las Vegas, NV, with 20 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 939 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simon Quick's investment advisory fee is based on a percentage of the market value of your portfolio or a fixed fee. Fees are negotiable based on factors like asset value and complexity. There is a $20,000 minimum annual fee, which may be reduced or waived at Simon Quick's discretion. The fee includes investment advisory services and, if requested, financial planning. Additional fees may apply for extraordinary planning services. If you engage Simon Quick to provide Investment Consulting services, the maximum fee is 1.00% per year.
Location
11035 Lavender Hill Drive, Suite160-194, Las Vegas, NV, 89135
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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.
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Patricia receives residual income from Juice Plus Company, a fruit and vegetable supplement distributor. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Simon Quick Advisors, LLC
Previous Registrations
Proquility Private Wealth Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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