Patrick Jarrell is a registered investment advisor at Northwoods Financial Partners LLC, based in Hermosa Beach, CA, with 5 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7M+ | 0.75% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
2447 Pacific Coast Highway, 2nd Floor, Hermosa Beach, CA, 90254
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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
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