Patton Hall provides investment advisory services, managing investments for individuals, corporations, trusts, estates, charities, and retirement plans. Patton Hall invests in various debt instruments, including performing and distressed debt, investment grade debt, high yield debt, sovereign debt, and emerging market debt, primarily in US dollars. Accounts with $250,000 or more may be eligible for the managed account program.
Assets Under Management$7.4M
Clients12
Advisors1
Avg. per Client$620K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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