Patrick Simon
Patrick Simon is a registered investment advisor at Aventura Private Wealth, LLC, based in Aventura, FL, with 11 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 160 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be higher or lower than this range. Performance-based fees are also charged to some clients, up to 20% of net profits (after Aventura Private Wealth's management fee has been deducted) achieved for the previous quarter’s account management. The performance fee is payable only if the net profits in the client account(s) exceed the performance calculation of the previous year (a “high water mark”).
Fee Estimator
Location
19790 West Dixie Hwy, Suite 805-806, Aventura, FL, 33180
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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 ActivitiesSells Insurance
Patrick volunteers as Secretary for the Yorker Condominium Board, dedicating minimal time to taking notes during meetings. Patrick is also an Owner/Insurance Products Salesperson at Aventura Private Insurance, LLC, spending about 10-20% of his time on insurance product sales.
Employment History
Current Registrations
Aventura Private Wealth, LLC
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
Foresters Financial Services, INC.Broker
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.