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Patrick Hidden

8 Years of Experience
Las Vegas, NV

Patrick Hidden is a registered investment advisor at Keystate Advisory, LLC, based in Las Vegas, NV, with 8 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. Their firm serves 82 clients with $18B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
82 clients
Average Client Portfolio
$221.4M average
Assets Under Management
$18.2B

Fee Structure

Investment management only (planning not offered)

KeyState Advisory's fees are negotiated with each client and are not based on a set schedule. The firm charges fixed quarterly fees, which are expected to range from $2,500 to $200,000 per quarter. Some clients' fees are based on a percentage of the market value of their portfolio.

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Location

3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV, 89169

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Keystate Advisory, LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Keystate Advisory, LLC
February 2018 - December 2018 · 10 mos
State Registrations1 state
NV
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.