Sue Patrick
Sue Patrick is a registered investment advisor at Trustmont Advisory Group, INC., based in Woodbury, TN, with 25 years of industry experience. Sue 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, and 1 more. Their firm serves 3,945 clients with $1.1B 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% |
Fee Estimator
Location
109 Woodbury Street, Woodbury, TN, 37190
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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 ActivitiesSells Insurance
Sue is involved in several outside business activities. These include serving on the Cannon Co. Election Commission, managing rental properties, running a CPA tax service, providing financial services and advice under DBA Sue H. Patrick CPA, and serving as a director/officer for the Woodbury Lions Club.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 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.