James Patrick is a registered investment advisor at Robert L. Bender, INC. DBA Robert Bender & Associates, based in Pasadena, CA. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 341 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robert Bender & Associates charges an annual investment advisory fee based on the total value of your portfolio.
The annual fee ranges from 0.50% to 1.50% of your portfolio.
Fees are billed quarterly in advance.
Location
199 S. Los Robles Avenue, Suite 530, Pasadena, CA, 91101
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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 →Employment History
Current Registrations
Robert L. Bender, INC. DBA Robert Bender & Associates
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.