Ashlee Patten is a CFA-designated registered investment advisor at The Patten Group, INC., based in Chattanooga, TN, with 11 years of industry experience. Ashlee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 419 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPG charges a percentage of the value of your portfolio each year for investment management. The exact percentage ranges from 0.25% to 1.50% depending on the size and complexity of your account and the services you need. The fee is calculated based on the average value of your investments each quarter.
Location
832 Georgia Avenue, Suite 360, Chattanooga, TN, 37402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ashlee is a managing member of Ashlee Patten Group, LLC, an agricultural farm, and spends a few hours per week as a goat herd caretaker. She is also a trustee and chairperson for the University of Chattanooga Foundation, dedicating a few hours per week, a general partner for Wild Blue Yonder GP (family investments) for minimal time, and a managing member of Tugboat, LLC (timberlands & real estate development) for about 10-20% of her time.
Employment History
Current Registrations
The Patten Group, INC.
Previous Registrations
Ashlee Patten Group, LLC
State Registrations2 states
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