Patrick Berch is a registered investment advisor at Waterfront Wealth INC., based in Overland Park, KS, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 730 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and will not exceed 1.5%. An additional management fee of up to 0.65% applies to Waterfront Asset Management (WAM) individual stock and bond services.
Fee Estimator
Location
6711 W 121st Street, Suite 200, Overland Park, KS, 66209
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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
Waterfront Wealth INC.
Previous Registrations
Elevated Capital Advisors, LLC
Global Financial Private Capital, LLC
Blue River Capital LLC
Butler, Lanz & Wagler, L.C.
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.