Erin Preston is a CFP-designated registered investment advisor at Patterson Advisors, based in Waterford, MI, with 16 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 20 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Patterson Advisors does not directly manage investments. They provide investment analysis services where they help clients develop a personalized investment strategy. The annual fee for this service is a fixed amount determined by the estimated effort and complexity of the client's portfolio, ranging from 0.30% to 0.55% of the initial portfolio value. A first-year start-up fee of $500 is charged. Clients implement their own trades based on Patterson Advisors' recommendations.
Location
Waterford, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Patterson Advisors
State Registrations2 states
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