Patrick Burgess
Patrick Burgess is a CFP-designated registered investment advisor at Davinci Financial Designs, based in Columbia, SC, with 26 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 353 clients with $220M 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 $15K | 2.25% |
| $15K - $50K | 1.60% |
| $50K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable based on aggregated assets and investment strategy complexity, but will not exceed 3%. Combined planning and investment management schedules are also available with higher percentage tiers.
Fee Estimator
Location
5301 N. Trenholm Road, Suite A, Columbia, SC, 29206
Get directionsHistory
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 ActivitiesSells Insurance
Patrick owns rental real estate, including properties at Lantana Dr. and Prentice Ave in Columbia, SC. He also operates Burgess Partners, LLC to manage his business activities and liability, and DaVinci Risk Designs for insurance sales, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Davinci Financial Designs
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Davinci Financial Designs
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations10 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.
Exams
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