Patina Wealth offers financial planning and investment management services. Financial planning covers cash flow, retirement, education, risk management, estate, and tax planning. Portfolio management includes ongoing supervision and customized portfolios based on client goals and risk tolerance. Patina Wealth also provides educational workshops on financial topics.
Assets Under Management$95M
Clients161
Advisors2
Avg. per Client$590K
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.70% |
Fees may be discounted at the discretion of Patina Wealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...