Patrick Ungashick
Patrick Ungashick is a registered investment advisor at Persium Advisors, LLC, based in Atlanta, GA, with 23 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 177 clients with $580M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $30.0M | 0.45% |
| $30.0M - $40.0M | 0.40% |
| $40M+ | 0.40% |
Fees are negotiable at the firm's discretion. Accounts with values between $5M and $10M may be charged a flat fee of $40,000; $10M to $20M is $60,000; $20M to $30M is $90,000; $30M to $40M is $120,000; and $40M and above are negotiated.
Fee Estimator
Location
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2012Customer Dispute
August 2011Other Business Activities
Patrick is involved in several outside business activities, including self-publishing, developing exit planning tools, providing merger and acquisition advisory services, and providing investment capital. These activities require minimal time, with the exception of Navix Holdings and Ascent Advisory Partners, which take about 10-20% of Patrick's time.
Employment History
Current Registrations
Persium Advisors, LLC
Previous Registrations
Securian Financial Services, INC.
Metlife Securities INC.
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.
Exams
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