Victoria Patrie
Victoria Patrie is a registered investment advisor at 49 Financial, based in Rogers, AR, with 4 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,989 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
49 Wealth Management charges a maximum of 1.65% of your portfolio's value annually for investment management. This fee is negotiable and may vary based on the size of your account, the complexity of your portfolio, and the level of activity in the account. The fee is paid quarterly in advance.
Location
5001 Founders Way, Suite 100, Rogers, AR, 72758
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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 ActivitiesSells Insurance
Victoria is an agent selling fixed/traditional insurance products since 2021, dedicating about a quarter of her time to this. She also works as a server and bartender at Bauhaus Biergarten, spending about a quarter of her time there as well.
Employment History
Current Registrations
49 Financial
Previous Registrations
Oakwood Capital Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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.