Patty Bartholomew is a registered investment advisor at Harold Dance Investments, based in Logan, UT, with 6 years of industry experience. Patty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 298 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harold Dance Investments charges an annual fee for managing your investments, calculated as a percentage of the value of your portfolio. This fee ranges from 0.25% to 1.00% per year, billed quarterly. The specific fee may be negotiable depending on the investments, the level of involvement required from HDI, and your individual circumstances. HDI does not charge advisory fees on assets that provide direct compensation to the firm through sales commissions or service charges.
Location
72 E Center Street, Logan, UT, 84321
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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
Patty is a board member for Mountain West String Academy, executive director & board president for Cache Youth Orchestras, and director consultant for Business Network International. These activities are not investment-related and take about 10-20% of Patty's time overall.
Employment History
Current Registrations
Harold Dance Investments
Harold Dance InvestmentsBroker
Previous Registrations
Parsonex Advisory Services, INC.
Parsonex Securities, INC.Broker
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.