Martisha Patterson is a CFP-designated registered investment advisor at Pathstone, based in Englewood, NJ, with 4 years of industry experience. Martisha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 2,244 clients with $110B in assets under management.
Compensation
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Fee Structure
Pathstone determines investment management fees based on the specific services selected, account size, complexity, and scope of the relationship. Fees are typically structured as an asset-based fee with fixed or tiered percentage points and breakpoints, though fixed fees, performance-based fees, or comprehensive fees may also apply. Because Pathstone acquired multiple legacy organizations, fee schedules vary by office location and client history. All fee arrangements are fully negotiable and agreed upon in a written contract prior to onboarding.
Location
10 Sterling Blvd, Suite 402, Englewood, NJ, 07631
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Financial
November 2017Employment History
Current Registrations
Pathstone
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.
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