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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 90 clients with $100M 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 | 1.50% |
Annual advisory fees range from 0.58% to 1.50% based on asset level, complexity, and specific portfolio restrictions. Fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
One Boston Place, 201 Washington St 26th Floor, Boston, MA, 02108
Get directionsHistory
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
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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