Patricia Tisdale is a registered investment advisor at Ulrich Investment Consultants, based in Spokane, WA, with 24 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 301 clients with $3.6B 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% |
Maximum investment advisory fee is 1.00%. Fees are negotiable based on anticipated future earning capacity, future assets, account composition, and other factors.
Fee Estimator
Location
111 W Cataldo, Spokane, WA, 99201
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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 →Employment History
Current Registrations
Ulrich Investment Consultants
Previous Registrations
Pinkerton Retirement Specialists, LLC
Abridge Partners, LLC
LPL Financial LLC
UBS Financial Services INC.
Abridge Partners, LLC
Ffr Advisory
Fsc Securities Corporation
Fsc Securities Corporation
Icm Asset Management INC
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.
Exams
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