Patten and Patten, INC.
Assets Under Management
$2.1B
Number of Clients
865
Number of Advisors
3
Avg. Portfolio per Client
$2.4M
Avg. Managed per Advisor
$687.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Patten and Patten provides investment management services to individuals, families, retirement plans, trusts, endowments, foundations, and other institutions. The firm assesses your financial situation and risk tolerance to create a suitable investment strategy. They primarily invest in individual stocks and bonds, and may also use mutual funds and exchange-traded funds. The firm does not provide tax or estate planning services but can refer you to professionals who do.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.38% |
Portfolio Managers may negotiate with the client an alternate fee schedule depending on a client’s particular situation.
Fee Estimator
Areas of Practice
Location
555 Walnut Street, Suite 280, Chattanooga, TN, 37402