Patterson Partners is a registered investment advisor providing investment advisory services and financial planning. They offer investment management, investment consultation, and financial planning services covering areas like life design, wealth protection, estate planning, tax planning, and cash design. They require a limited financial planning service before engaging in investment management. Patterson Partners primarily advises on equities, mutual funds, exchange-traded funds, U.S. treasuries and bonds, municipal securities, and cash equivalents.
Assets Under Management$31M
Clients16
Advisors3
Avg. per Client$2M
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees are negotiable. Investment Management Services require a limited financial planning service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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