Daniel Patterson
Daniel Patterson is a CFP-designated registered investment advisor at Sweetgrass Financial Planning, LLC, based in Mt. Pleasant, SC, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 25 clients with $6.1M 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 $25K | 1.20% |
| $25K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.15% |
These fees are for Investment Only clients. Comprehensive Planning clients pay a monthly planning fee ($250-$800) which includes investment management on the first $500,000 of assets. Fees are negotiable.
Fee Estimator
Contact
Daniel Patterson
Location
Mt. Pleasant, SC
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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
Sweetgrass Financial Planning, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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