Joseph Patton is a registered investment advisor at J.P. Marvel Wealth Management, INC., based in Boston, MA, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 65 clients with $680M 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 | 2.00% |
Fees range from 0.30% to 2% depending on the mix of assets in the client’s account and the strategy employed. Fees may be negotiated or modified in J.P. Marvel’s sole discretion.
Fee Estimator
Location
265 Franklin Street, Boston, MA, 02116
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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
Joseph is a member of Yosemite Valley, LLC, which rents residential real estate. This activity takes about a quarter of Joseph's time.
Employment History
Current Registrations
J.P. Marvel Wealth Management, INC.
State Registrations1 state
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