Patricia Bailey
Patricia Bailey is a CFP-designated registered investment advisor at Bailey & Associates Investment Mgt. and Financial Planning LLC, based in Columbia, SC, with 19 years of industry experience. Patricia 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, Insurance Planning, and 3 more. Their firm serves 37 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Columbia, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bailey & Associates Investment Mgt. and Financial Planning LLC
State Registrations1 state
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