Patrick Kimbrough is a CFP-designated registered investment advisor at Mariner Wealth, based in Plano, TX, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
7500 Dallas Parkway, Suite 250, Plano, TX, 75024
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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
Mariner Wealth
Previous Registrations
Mariner Wealth Advisors
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
LPL Financial LLCBroker
LPL Financial LLC
H.D. Vest Investment ServicesBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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