Patrick Beresh
Patrick Beresh is a registered investment advisor at Pmb Advisors, based in Larkspur, CA, with 25 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 120 clients with $120M 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 $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
The client’s fee is determined in accordance with the above fee structure, with exceptions negotiated on a case-by-case basis.
Fee Estimator
Location
101 Larkspur Landing Circle, Suite 200, Larkspur, CA, 94939
Get directionsHistory
Regulatory History (1)
Regulatory
May 2021Other Business Activities
Patrick is a Certified Public Accountant and occasionally prepares tax returns for individuals.
Employment History
Current Registrations
Pmb Advisors
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
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.