Patrick O'connor is a CFP-designated registered investment advisor at Hhm Wealth Advisors, LLC, based in Memphis, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,238 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Subject to a $3,000 annual minimum fee. An account fee of $12.50 per quarter per account applies. Fees are negotiable based on the nature and complexity of client circumstances.
Fee Estimator
Location
1755 Kirby Parkway#200, Memphis, TN, 38120
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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 involved with the Germantown Arts Center as President of the Board and a member of the Finance Committee, and was previously involved with the Germantown Performing Arts Center. He also serves as Treasurer of the Pidgeon Hall Home Owners Association and is a Director/Member of the Board of Directors for the Children's Museum of Memphis.
Employment History
Current Registrations
Hhm Wealth Advisors, LLC
Previous Registrations
Duncan Williams Asset Management, LLC
Duncan-Williams, INC.
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.
Exams
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