Grant Patterson
Grant Patterson is a registered investment advisor at Journey Financial Management, LLC, based in Bowling Green, KY, with 1 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $43M 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 $1000K | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
701 Dishman Ln, Suite 2, Bowling Green, KY, 42104
Get directionsHistory
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
Grant works as a payroll specialist for Payroll Vault, dedicating about half his time. Grant is also a licensed life insurance agent in Kentucky, spending a few hours per week offering life insurance to clients.
Employment History
Current Registrations
Journey Financial Management, LLC
State Registrations3 states
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.