Patrick Chevalier
Patrick Chevalier is a registered investment advisor at Simplicity Wealth, based in Houston, TX, with 7 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
1 Riverway, Suite 1700, Houston, TX, 77056
Get directionsHistory
Regulatory History (2)
Financial
February 2020Financial
March 2019Other Business ActivitiesSells Insurance
Patrick provides insurance and annuity solutions through Chevalier Wealth & Associates and as an independent insurance agent. These activities each take about 10-20% of his time and are investment-related.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Rwm Capital, LLC
Edward Jones
Edward JonesBroker
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.