Patrick Bourbon is a CFA, CFP-designated registered investment advisor at Bourbon Financial Management, based in Chicago, IL, 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 Business Owners, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 77 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Bourbon Financial Management gives advice to clients on a non-discretionary basis for a fixed monthly fee based on the client assets with a minimum fee of $300 per month. The reasonable fee depends on the size and the complexity of a client's assets. Monthly financial planning / investment advisory fees range from $300 to $1,000 and start one month after the initial payment.
Contact
Patrick Bourbon
Location
Chicago, IL
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 →Employment History
Current Registrations
Bourbon Financial Management
Previous Registrations
Promanage, LLC
State Registrations2 states
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.
Exams
Additional Information
Patrick is a talented and dedicated investment professional, with aclient-centered focus, who wishes to share his investment passion and experience. Patrick is constantlystriving for excellence. His unique combination of international experience and strong educational background give him a significant edge when it comes to analytical depth as well asoptimizing your wealth. His unique combination of global professional experience, project management and high-level analytical skills bring value to your long-term goals.