Patrick Jones is a registered investment advisor at Sims Investment Management LLC, based in Cincinnati, OH. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,752 clients with $250M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees for comparable services may be available from other sources at a lower cost. The client will be charged separate fees for exchange, regulatory, and/or third-party fees. These fees are negotiable.
Fee Estimator
Location
3322 Erie Ave., Suite 200, Cincinnati, OH, 45208
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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
Sims Investment Management LLC
State Registrations1 state
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