Christopher Patterson
Christopher Patterson is a registered investment advisor at Lifeworks Advisors, LLC, based in St Johns, FL, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,814 clients with $970M 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% |
The advisory fee is up to 1.50% annually of the assets under management and is negotiable based on the aggregate assets under management with Lifeworks Advisors.
Fee Estimator
Location
St Johns, FL
Get directionsHistory
Regulatory History (1)
Regulatory
August 2016Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Innovative Wealth Strategies
Patterson Financial
Patterson CPA Group
Patterson CPA Group
Patterson CPA Group
Holland Advisory Services, INC.
H.D. Vest Investment ServicesBroker
Pruco Securities, LLC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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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