Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Comprehensive wealth management service fee is negotiable and generally would not exceed 1.50% per year of assets under advisement. Cerity Partners may use alternate fee arrangements based on the particular circumstances for specific clients.
Fee Estimator
Location
6621 Bay Laurel Place, Avila Beach, CA, 93424
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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 →Other Business Activities
Patrick is a member of West Coast Financial, LLC and the general partner for multiple real estate funds. Cerity Partners merged with West Coast Financial, LLC, and Patrick will maintain general partners in five private real estate funds, dedicating minimal time to this activity.
Employment History
Current Registrations
Cerity Partners LLC
Cerity Partners Retirement Plan Consultants
Previous Registrations
West Coast Financial, LLC
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.