Patrick Shaw is a CFP-designated registered investment advisor at Mariner Independent, based in Milford, MI, with 19 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B 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 | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.
Fee Estimator
Location
545 N Main Street, Suite 202, Milford, MI, 48381
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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 Activities
Patrick owns a rental property since 2022, spending a few hours per week managing it. He is also a Registered Advisor with Fortitude Financial Partners, offering investment advisory services through Mariner Platform Solutions, which is a full-time commitment.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Lido
Mariner Wealth Advisors
Mariner Wealth Advisors
J.P. Morgan Securities LLC
Charles Schwab & CO., INC.
Ameriprise Financial Services, INC.
State Registrations3 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
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