Patrick Ferguson is a registered investment advisor at Intentional, based in New Market, MD, with 17 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 400 clients with $180M 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Depending on client specific factors, Intentional may reduce its annual fee, account size, or amend the fee schedule.
Fee Estimator
Location
New Market, MD
Get directionsHistory
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 ActivitiesSells Insurance
Patrick is an operations manager and financial advisor at Intentional, LLC d/b/a Prime Wealth Management, dedicating nearly full-time hours to this role. He also assists with administrative duties for 4 County MD, LLC, spending minimal time on this. Patrick also sells fixed/traditional insurance products through Fixed Insurance and PKS Financial, spending a few hours per week on each.
Employment History
Current Registrations
Intentional
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
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.