Patrick Collins
Patrick Collins is a CFP-designated registered investment advisor at Evanson Financial, LLC DBA Evanson Asset Management, based in Capitola, CA, with 9 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 980 clients with $5.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evanson Financial charges fixed annual investment management fees based on the anticipated service time required for an account. These typically range from $2,800 to $10,000 per year, though complex or very large accounts may cost more. Fees are billed quarterly in advance and include basic financial planning, routine account setup, access to institutional investments, quarterly reviews, rebalancing, and ongoing consultation.
Location
Capitola, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Evanson Financial, LLC DBA Evanson Asset Management
Previous Registrations
Evanson Asset Management, LLC
State Registrations2 states
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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