Patrick Jarrell
Patrick Jarrell is a registered investment advisor at Northwoods Financial Partners LLC, based in Los Angeles, CA, with 5 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 4 clients with $710K 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 |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7M+ | 0.75% |
Flat rate/breakpoint fee schedule where the entire portfolio is charged the same asset management fee based on the total assets under management. Fees are negotiable.
Fee Estimator
Location
333 S Hope St, Los Angeles, CA, 90071
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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
Patrick is a registered representative with Emerson Equity LLC, spending about a quarter of his time on sales and service of brokerage products. He is also a Managing Partner/CCO at Northwoods Financial Partners, LLC, a financial/wealth management RIA, dedicating about half his time to financial planning and wealth management.
Employment History
Current Registrations
Northwoods Financial Partners LLC
Emerson Equity LLCBroker
Previous Registrations
Emerson Equity LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 states
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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