Patrick Norris
Patrick Norris is a registered investment advisor at Strategic Advisers LLC, based in Vero Beach, FL, with 11 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
821 Beachland Blvd, Vero Beach, FL, 32963-1606
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2025Customer Dispute
March 2022Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Edward Jones
Edward JonesBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Edward JonesBroker
PNC InvestmentsBroker
Wells Fargo Advisors, LLCBroker
State Registrations26 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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