Bart Patterson
Bart Patterson is a registered investment advisor at Zenith Advisory Group, LLC, based in The Villages, FL, with 14 years of industry experience. Bart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 186 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zenith Advisory Group charges fixed portfolio management fees that vary between $500 and $25,000 per year, depending on the services provided. Fees are generally negotiable and are withdrawn directly from your accounts on a quarterly basis in advance.
Location
1068 Lake Sumter Landing, The Villages, FL, 32162
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 →Other Business ActivitiesSells Insurance
Bart is a licensed insurance agent. The filing does not specify the type of insurance sold or the time commitment.
Employment History
Current Registrations
Zenith Advisory Group, LLC
Previous Registrations
Golden Reserve RIA, LLC
Blueprint Wealth Management
Beacon Hill Investment Advisory, LLC
State Registrations3 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
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