Patrick Everett
Patrick Everett is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hampton, VA, with 28 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
3814 Kecoughtan Rd, Ste 100, Hampton, VA, 23669
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Regulatory History (1)
Customer Dispute
May 2021Other Business Activities
Patrick owns EB Peninsula Properties, LLC, a commercial real estate property, and EAB Tax Group, LLC, a tax preparation business. He also serves on the board of directors for Everett and volunteers as a committee member for Peake Childhood Center. These activities take a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations14 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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