Beverly Patton is a registered investment advisor at Syrios Wealth Management Group, based in La Jolla, CA, with 19 years of industry experience. Beverly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 173 clients with $400M 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 | 1.50% |
Maximum annual advisory fee is 1.50%. Fees are based on cumulative household assets under advisement, with the exception of corporate plans, which ERISA rules prohibit from inclusion with personal assets for fee reductions. For investment and wealth management services SWMG provides to certain clients or for specific client holdings (e.g., held-away assets), we may negotiate a fee rate that differs substantially from our standard fee.
Fee Estimator
Location
Wall Street Building, 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA, 92037
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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 →Employment History
Current Registrations
Syrios Wealth Management Group
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.