Patrick Marsden
Patrick Marsden is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Madison, WI, with 24 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
222 W Washington Ave, Suite 20, Madison, WI, 53703
Get directionsHistory
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 officer at Visual Persuasion Inc., an embroidery and silk screening company, and owns Patrick Marsden's Insurance Agency, where he services customers and supervises employees, taking about half of his time. He also co-owns investment real estate property, dedicating minimal time to maintenance and bill payment.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations2 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.
Exams
More Advisors
- Maria Bustamante, ChFCState Farm Investment Management CORP.
- Aaron Perry, ChFCState Farm Investment Management CORP.
- Eric Lanning, CFPWells Fargo Advisors
- Stephen Smith, ChFCHarbour Investments, INC.
- Leonard Hornung, ChFCPark Avenue Securities LLC
- Lisa Andrews, CFPPerk Planning