Patrick Traverse is a CFP-designated registered investment advisor at Savvy, based in Mount Pleasant, SC, with 14 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B 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 | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Mount 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.
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Patrick performs real estate bookkeeping for his spouse's business through Traverse Group LLC, dedicating minimal time. He is also a director at MC Business Consulting, providing business consulting services to small business owners, taking about 10-20% of his time.
Employment History
Current Registrations
Savvy
Previous Registrations
Belpointe Asset Management LLC
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Index Strategy Advisors INC.
Signator Investors, INC.Broker
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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