Patrick Mickelson is a registered investment advisor at Dendrite Capital, LLC, based in Highlands Ranch, CO, with 21 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 49 clients with $27M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for accounts greater than $3,000,000.
Fee Estimator
Location
Highlands Ranch, CO
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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 →Employment History
Current Registrations
Dendrite Capital, LLC
Previous Registrations
Stonefield Investment Advisory, INC.
Highwater Wealth Management LLC
Stonefield Investment Advisory, INC.
Stonefield Investment Advisory, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
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.