Patrick Mcnaughton
Patrick Mcnaughton is a registered investment advisor at Mcnaughton Wealth Management, LLC, based in San Diego, CA, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 232 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McNaughton Wealth Management offers two investment management services:
- Asset Management: The maximum annual fee is 1.50% of your portfolio.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of your portfolio. This service includes both asset management and financial planning.
Fees are negotiable and billed monthly, based on the average daily value of your account.
Location
3655 Nobel Drive, Suite 490, San Diego, CA, 92122
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2012Other Business ActivitiesSells Insurance
Patrick is an insurance agent doing insurance planning since 2019, dedicating a few hours per week. He also owns multiple single-family real estate properties, which are not investment-related.
Employment History
Current Registrations
Mcnaughton Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.