PF
PF
Patrick Feldman
11 Years of Experience
Houston, TX
3 Disclosures
Patrick Feldman is a registered investment advisor at Scp Steward Capital Advisers LLC, based in Houston, TX, 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 Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees range from 1.00-1.50% and are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Houston, TX
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
May 2019Judgment / Lien
October 2016Judgment / Lien
August 2014Other Business Activities
Patrick is self-employed as a consultant specializing in portfolio and hedge evaluation since 2009. He also works as an independent contractor and consultant for TMST, Inc. since 2012.
Employment History
Current Registrations
Scp Steward Capital Advisers LLC
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Steward Securities Group LLCBroker
January 2015 - November 2021 · 6 yrs 10 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.