David B. Patston, CPA, CFA provides investment management and financial consulting. Investment management can be with or without the authority to make trades without asking first. Financial consulting includes investment strategy, estate and succession planning, and business opportunities. The firm can accommodate reasonable written restrictions on your investments.
Assets Under Management$98M
Clients52
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$98M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fee schedule is subject to negotiation in unique client situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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