Patrick Carmichael
Patrick Carmichael is a registered investment advisor at Strategic Wealth Investments, LLC, based in Knoxville, TN, with 12 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 60 clients with $7.4M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
338 Ebenzer Road, Knoxville, TN, 37923
Get directionsHistory
Regulatory History (1)
Regulatory
June 2022Other Business ActivitiesSells Insurance
Patrick is the President and an insurance agent at Strategic Wealth Management, offering insurance products sales and services. This activity takes about half of Patrick's time.
Employment History
Current Registrations
Strategic Wealth Investments, LLC
Previous Registrations
Wealth and Retirement Investments, INC.
Horter Investment Management, 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.