Christopher Patterson
Christopher Patterson is a registered investment advisor at Retirement Planning Specialists, INC., based in Ashland, OR, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 525 clients with $320M 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% |
Advisory fees may be negotiated on a per client basis, and some clients may pay advisory fees at a higher or lower rate.
Fee Estimator
Location
241 Maple Street, Suite 101, Ashland, OR, 97520
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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
Christopher is the President of Patterson Consulting LLC, maintaining entity records for tax purposes. He also owns 50% of Pattersoncott LLC, which owns a lot intended for a multi-use building.
Employment History
Current Registrations
Retirement Planning Specialists, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Edward Jones
Edward JonesBroker
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.