Patrick Conklin
Patrick Conklin is a CFP-designated registered investment advisor at Hohimer Wealth Management, LLC, based in Seattle, WA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 440 clients with $990M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
This fee schedule may be based on cumulative household assets under management. However, certain federal retirement plan rules prevent combining corporate plans with personal assets for fee reduction.
Fee Estimator
Location
One Union Square, 600 University Street, Suite 2401, Seattle, WA, 98101
Get directionsHistory
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 ActivitiesSells Insurance
Patrick is a licensed insurance agent with Risk & Liability Consultants LLC since 2024, connecting individuals with life and long-term care insurance products. This activity requires minimal time.
Employment History
Current Registrations
Hohimer Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations3 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.