Patrick Nevins is a registered investment advisor at Waterrock Wealth Management, based in Albuquerque, NM, 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 275 clients with $130M 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 $50K | 1.40% |
| $50K - $100K | 1.40% |
| $100K - $500K | 1.40% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Prien Asset Management may specifically direct clients to Orion Portfolio Solutions, LLC. The annual fee schedule is as follows: $0.00 $50,000.00 Prien Asset Management’s Fee 1.4% OPS’ Fee 0.45% $50,000.01 $100,000.00 1.4% 0.30% $100,000.01 $500,000.00 1.4% 0.20% $500,000.01 $$749,999 1.25% 0.15% $750,000 - $999,999 1.0% 0.15% $1,000,000.00 - $5,000,000.00 0.75% 0.10% Over $5,000,000.00 0.50% 0.08%. For clients who utilize Pontera, the fee schedule above will apply. Please note that .25% of the management fee will be paid to Pontera by Prien Asset Management.
Fee Estimator
Location
6565 Americas Parkway Ne, Ste 200, Albuquerque, NM, 87110
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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 works as a salesperson for a tech company and receives commissions. This activity is not investment-related.
Employment History
Current Registrations
Waterrock Wealth Management
Previous Registrations
Toews Corporation
Northern Lights Distributors, LLCBroker
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, 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.