Patrick White
Patrick White is a registered investment advisor at Integrated Advisors Network LLC, based in Menlo Park, CA, with 28 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
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Number of Clients
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Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
855 Oak Grove Avenue, Suite 208, Menlo Park, CA, 94025
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Regulatory History (1)
Customer Dispute
September 2009Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Concert Wealth Management
UBS Financial Services INC.
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.