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, Education Planning, Estate Planning, and 6 more. Their firm serves 77 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Bourbon Financial Management charges an initial planning payment between $1,800 and $6,000, followed by a flat monthly fee ranging from $300 to $1,000 for ongoing financial planning and advisory services. This ongoing service includes:
- Annual review conferences and portfolio monitoring
- Guidance on retirement accounts, withdrawals, and cash flow needs
- Periodic portfolio rebalancing recommendations
- Ongoing access to the advisor for strategic consultations
- Initial financial plan development — $1,800 to $6,000 as an upfront fee covering data gathering, analysis, creation, and presentation of a personalized financial plan
- Hourly consulting — Available on a case-by-case basis for specific questions
Contact
Patrick Bourbon
Location
Chicago, IL
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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
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.
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