Patina Financial provides investment advice and financial planning to individuals and high net worth individuals. For investment management, Patina Financial creates a portfolio strategy based on the client's goals, risk tolerance, and financial situation, typically using low-cost, diversified mutual funds and ETFs. Financial planning services cover areas like retirement, insurance, estate, and education savings. Patina Financial may refer clients to other specialists as needed.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable. The total blended fee, including Patina Financial’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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