Patrio Mckenzie
Patrio Mckenzie is a registered investment advisor at Proper Money Management LLC, based in Lakewood, CO, with 13 years of industry experience. Patrio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5 clients with $1.7M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
Lakewood, CO
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
Patrio owns PM Financial Group LLC and sells fixed insurance. Patrio is also an independent contractor for Transamerica Agency Network selling insurance policies, dedicating about half of their time to this activity.
Employment History
Current Registrations
Proper Money Management LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Bankers Life Securities, INC.Broker
Proequities, INC.Broker
State Registrations1 state
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.