| Assets Under Management | 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% |
| $5M+ | 0.60% |
All fees are negotiable at our sole discretion. For accounts over $5,000,000, they may move to a flat fee schedule.
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
Get directionsPatrick 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.