Phimar Patterson
Phimar Patterson is a CFP-designated registered investment advisor at Pr Squared Wealth Management LLC, based in Atlanta, GA, with 17 years of industry experience. Phimar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 103 clients with $13M 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 | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee is negotiable based upon certain criteria.
Fee Estimator
Location
1770 the Exchange, Suite 220, Atlanta, GA, 30339
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
Phimar owns Blue Clover Financial, LLC, a marketing organization, dedicating a few hours per week. Phimar is also an insurance agent selling life, disability, medical insurance, and annuities, which takes about a quarter of their time. Additionally, Phimar is a partner in Unified Legacy Group, LLC, another marketing organization, and involved in insurance sales, dedicating a few hours per week.
Employment History
Current Registrations
Pr Squared Wealth Management LLC
Previous Registrations
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
MML Investors Services, LLCBroker
PFS Investments INC.Broker
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.