Patrick Beaudan is a registered investment advisor at Tinderwealth, based in Tiburon, CA, with 22 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$10.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees and minimums may be negotiable at the sole discretion of TinderWealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Tiburon, CA
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Tinderwealth
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Belvedere Advisors LLC
August 2006 - September 2022 · 16 yrs 1 mo
Sophia Capital Securities, L.P.
February 2006 - September 2006 · 7 mos
Belvedere Global Investors LLCBroker
May 2004 - August 2017 · 13 yrs 3 mos
Ecapnetwork Securities, INC.Broker
February 2001 - November 2001 · 9 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.