Brett Pattison is a registered investment advisor at Iron Gate Global Advisors, based in North Salt Lake, UT, with 11 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,061 clients with $1.1B in assets under management.
Compensation
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Fee Structure
Iron Gate Global Advisors offers asset management and comprehensive portfolio management. The maximum annual fee charged for these services is 1.75%. The specific fee will be outlined in your advisory agreement and is negotiable. Fees are calculated based on the value of your account and are typically deducted quarterly or monthly. The firm also assesses advisory fees on cash and cash equivalents held in client accounts.
Location
960 North 400 East, North Salt Lake, UT, 84054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Iron Gate Global Advisors
State Registrations1 state
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