Patrick Diamond is a CFP-designated registered investment advisor at Xypn Invest, based in Bozeman, MT, with 5 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Location
24 E. Main Street, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is licensed to practice law in New York, but is not currently practicing. He is also a book author and speaker, a board member of the John D. McGonagle Foundation, and a volunteer for the Rhode Island Foundation Professional Advisory Committee.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Wealth Management Resources, 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.