Patton Wealth Advisors manages investment portfolios for individuals and offers financial planning services. Patton manages private funds and separately managed accounts, generally using one of five investment strategies. Financial planning covers investment, insurance, tax, retirement, education, and debt/credit planning. Patton also provides services to company employees through 'Financial Mosaic'.
Assets Under Management$670M
Clients137
Advisors1
Avg. per Client$4.9M
Avg. per Advisor$670M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Clients paying a Performance-Based fee are eligible for a negotiated discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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