Jennifer Paterson is a registered investment advisor at Integrity Wealth LLC, based in Eugene, OR, with 7 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 245 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Wealth management fees range up to 1.75% annually depending on scope, complexity, asset level, and overall relationship. An additional 0.15% fee applies for Individual Stock Model Portfolios. Fees may be negotiable.
Fee Estimator
Location
1200 Executive Parkway, Suite 430, Eugene, OR, 97401
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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
Jennifer is a partner in JP Home Renovation, LLC, a general contracting business, since February 2022. She spends a few hours per week on bookkeeping, scheduling/planning, and marketing for the business.
Employment History
Current Registrations
Integrity Wealth LLC
Previous Registrations
Mainsail Financial Group
Journeytree Financial Advisors
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.
Exams
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