Patrick Haley is a registered investment advisor at Veridan Wealth, based in West Linn, OR, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 232 clients with $670M 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% |
The maximum annual fee charged for asset management and comprehensive portfolio management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
1742 Willamette Falls Dr, West Linn, OR, 97068
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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 is involved in several outside business activities. He is on the board of directors for Haley, is a member of the investment committee for Parkinson's Resources of Oregon, and has a business ownership stake, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Veridan Wealth
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations1 state
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.