Patrick White
Patrick White is a registered investment advisor at Integrated Advisors Network LLC, based in Menlo Park, CA, with 29 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B 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 | 2.95% |
Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.
Fee Estimator
Location
855 Oak Grove Avenue, Suite 208, Menlo Park, CA, 94025
Get directionsHistory
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.
Exams
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