James Patterson
James Patterson is a registered investment advisor at Premier Financial Planning, INC., based in Valley Center, CA, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 41 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.2M | 0.75% |
| $1.3M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Investment advisory fees are negotiable for certain client relationships and may be less for the following reasons: Employer Retirement Plan Accounts: Investment advisory fees are negotiable and may be charged at a plan or participant level. Employee Family Member: Family members of PFP employees may receive a flat fee rate.
Fee Estimator
Location
Valley Center, CA
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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 →Employment History
Current Registrations
Premier Financial Planning, INC.
State Registrations1 state
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