Lori Patterson is a registered investment advisor at Centerpoint Advisors, LLC, based in Needham, MA, with 23 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 502 clients with $730M 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 | 1.50% |
Annual fees vary between 0.40% and 1.50% based on assets managed, asset allocation, and scope of services. Centerpoint generally enforces a minimum annual fee of $30,000. Fees are negotiable.
Fee Estimator
Location
175 Highland Avenue, Suite 302, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lori works as a hostess at Lafayette House restaurant on Saturdays, dedicating about 10-20% of her time. She also works full-time in customer service operations at Centerpoint Advisors, LLC.
Employment History
Current Registrations
Centerpoint Advisors, LLC
Previous Registrations
Wood (arthur W.) Company, INC.Broker
Detwiler Fenton Wealth Management INCBroker
National Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
LPL Financial LLC
LPL Financial LLCBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
J.J.B. Hilliard, W.L. Lyons, 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.
Exams
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