Patterson Strategic Equity LLC provides discretionary investment management services to individual clients and high-net-worth individuals. Founded in 2026 and owned entirely by Kevin Patterson, the firm creates customized investment portfolios based on each client's individual goals, time horizons, objectives, and risk tolerance. Patterson Strategic Equity uses fundamental analysis and long-term and short-term purchase strategies to manage portfolios. Clients are permitted to place reasonable restrictions on the types of securities held in their accounts. The firm operates on a fee schedule based on a percentage of the total assets under management, and does not require any minimum account size to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable based on historical relationships, asset types, and account composition.