Patricia Fata is a CFP-designated registered investment advisor at Fata Financial, based in Tiburon, CA, with 23 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 43 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fata Financial charges an annual fee based on the value of your portfolio, ranging from 0.5% to 2.5%. The fee is paid quarterly in advance. If you cancel the service, any prepaid fee will be refunded on a prorated basis. The fees may be adjusted based on the size and complexity of your account.
Contact
Patricia Fata
Location
55 Main St., 2nd Floor, Tiburon, CA, 94920
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fata Financial
State Registrations2 states
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