Patrick Dobens is a registered investment advisor at Access Softek Advisory Services, based in Boston, MA, with 4 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,223 clients with $7.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Access Softek Advisory Services charges an annual fee based on a percentage of your portfolio, ranging from 0.30% to 0.80%. This fee is billed monthly in advance. There is a minimum monthly fee of $0.50. For Digital Assets Accounts, a transaction-based fee of 2% is charged for each transaction. The "YourChoice Account" wrap-fee program charges a monthly fee between $3.00 and $3.50, covering both the advisory fee and trades up to 500 shares or 50 trades per month. Additional fees apply if those thresholds are exceeded.
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Access Softek Advisory Services
State Registrations3 states
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