Patrick Brown is a ChFC-designated registered investment advisor at Creative Planning, based in Lawrence, KS, with 24 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 84,858 clients with $220B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
645 Massachusetts Street, Suite 300, Lawrence, KS, 66044
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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
Patrick is an insurance agent specializing in Medicare planning, group health, and individual insurance, dedicating a few hours per week to this activity. He also provides financial literacy education and seminars, and runs a small t-shirt sales business, both requiring minimal time.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Edmonds Duncan Registered Investment Advisors, LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Coordinated Capital Securities, INC.Broker
Coordinated Capital Securities, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Spc
Sigma Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
American Century Advisory Services, INC.
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.