Areas of Practice
Business OwnersCharitable GivingEducation PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementRetirement PlanningSocially Responsible InvestingTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
174 clients
Average Client Portfolio
$483K average
Assets Under Management
$84.0M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $4.0M | 0.80% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Patrick Dinan
Location
21 Miller Alley, Suite 210, Pasadena, CA, 91105
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Impact Fiduciary LLC
June 2017 - Present · 8 yrs 9 mos
Previous Registrations
Personal Capital Advisors Corporation
October 2012 - May 2017 · 4 yrs 7 mos
Amerivest Investment Management, LLC
October 2009 - October 2012 · 3 yrs
TD Ameritrade, INC.
October 2009 - October 2012 · 3 yrs
U.S. Bancorp Investments, INC.
November 2008 - October 2009 · 11 mos
Navy Federal Asset Management, LLC
November 2007 - November 2008 · 1 yr
Federated Investment Counseling
August 2005 - October 2007 · 2 yrs 2 mos
State Registrations4 states
CALANYTX
Advisor
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
No exam information available for this advisor.
Contact
Patrick Dinan