Stanley Patrick
Stanley Patrick is a registered investment advisor at Bush Wealth Management, based in Valdosta, GA, with 12 years of industry experience. Stanley 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, High Net Worth, and 4 more. Their firm serves 496 clients with $260M 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 | 2.00% |
Annual investment advisory fee varies from negotiable up to 2.00% based on asset size, scope of services, and complexity. Fees are generally billed monthly in arrears based on the average daily balance.
Fee Estimator
Location
2918 N. Oak St., Ste. B, Valdosta, GA, 31602
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2025Employment History
Current Registrations
Bush Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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
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