Patrick Davis is a ChFC-designated registered investment advisor at Sequentis Capital LLC, based in Boston, MA, with 12 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 76 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequentis Capital's investment management fees range from 0.18% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid monthly, based on the value of your portfolio at the end of the prior month. Fees may be negotiable.
Location
One Boston Place, 201 Washington St 26th Floor, Boston, MA, 02108
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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 ActivitiesSells Insurance
Patrick sells fixed insurance products, dedicating a few hours per week to this activity. Some of this time occurs during security trading hours.
Employment History
Current Registrations
Sequentis Capital LLC
Previous Registrations
Integrated Wealth Concepts LLC
M3 Advisory Group, LLC
State Registrations1 state
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