Joshua Patterson
Joshua Patterson is a CFP-designated registered investment advisor at Avidian Wealth Solutions, based in Houston, TX, with 27 years of industry experience. Joshua 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 1,873 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avidian Wealth Solutions generally charges an annual advisory fee based on a percentage of the value of your investments. The fee is calculated monthly, in arrears, based on the average daily balance of your account. In limited circumstances, Avidian will permit clients to pay a flat annual fee which will not exceed 1.5% of their assets under management. The fees do not include brokerage fees, custodial fees, or other transaction costs.
Location
800 Town & Country Blvd, Ste 220, Houston, TX, 77024
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2017Customer Dispute
November 2016Customer Dispute
June 2016Other Business Activities
Joshua is a limited partner in Patterson Financial, LP, and the general partner of Patterson Financial Mgt, which serves as the general partner to Patterson Financial, LP. These are non-investment related business structures for personal finances, requiring minimal time.
Employment History
Current Registrations
Avidian Wealth Solutions
Previous Registrations
Ims Financial Advisors, INC.
Ims Securities, INC.Broker
Ims Securities, Inc.dba Ims Financial Advisors, INC
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Painewebber INC.Broker
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.