Patterson Advisors LLC provides financial planning services to individuals, focusing on budgeting, insurance, education funding, tax analysis, investment analysis, retirement planning, and estate planning. They offer small one-time projects, investment analysis services, and comprehensive financial services. For investment analysis and comprehensive financial services, Patterson Advisors helps clients develop a personalized investment strategy using mutual funds and ETFs. They do not manage client assets directly.
Fee Structure
Patterson Advisors does not directly manage investments. They provide investment analysis services where they help clients develop a personalized investment strategy. The annual fee for this service is a fixed amount determined by the estimated effort and complexity of the client's portfolio, ranging from 0.30% to 0.55% of the initial portfolio value. A first-year start-up fee of $500 is charged. Clients implement their own trades based on Patterson Advisors' recommendations.