Robert Patterson is a registered investment advisor at Rj Patterson Group, based in San Diego, CA, with 26 years of industry experience. Robert 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 189 clients with $130M 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 $5.0M | 1.00% |
| $5.0M - $8.0M | 0.90% |
| $8.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Advisory fees may be negotiated.
Fee Estimator
Location
402 West Broadway, Suite 2600, San Diego, CA, 92101
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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.
Learn about disclosures →Other Business Activities
Robert is the CEO of RJ Patterson Capital Investment Group, Inc. (DBA: RJ Patterson Group), a financial planning and investment management business, since 2016. This is a full-time commitment for Robert.
Employment History
Current Registrations
Rj Patterson Group
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Daniel Wealth Advisors
Daniel Wealth Advisors
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wfp SecuritiesBroker
State Registrations5 states
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.