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How does the advisor help clients – Key Takeaways:
PATTERN is a financial advisory firm that aims to provide expert financial guidance and services to its clients. Their team of experienced advisors offers a wide range of services to help clients achieve their financial goals.
Facts and Insights
PATTERN has been in business for over 10 years and has grown to manage billions of dollars in assets for their clients. They have a team of highly qualified advisors who have expertise in various areas of finance, including investments, retirement planning, tax strategies, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion+ | 50+ | 10+ years |
Financial Services Offered
PATTERN offers a range of financial services, including investment management, retirement planning, tax strategies, and estate planning. They also provide personalized financial plans for each of their clients, taking into account their unique financial goals and needs.
Client Types
PATTERN works with a diverse range of clients, including individuals, families, and small businesses. They cater to clients of all ages and income levels, helping them with their financial planning and investments.
Fees & Compensation
PATTERN charges a percentage fee based on the assets they manage for their clients. This means that their fees are directly tied to the performance of their clients’ investments, incentivizing them to help their clients achieve higher returns. They also offer fee-only services, meaning they do not receive any commissions for recommending certain products or investments.
Background
The team at PATTERN has a combined experience of over 100 years in the financial industry. They have a deep understanding of the market and stay up-to-date with the latest trends and strategies to provide the best possible guidance to their clients. They also have a fiduciary responsibility, meaning they are legally bound to always act in their clients’ best interests.
Financial Advisor Disclosures to Know
PATTERN believes in transparency and always discloses any potential conflicts of interest to their clients. They have a strict code of ethics and adhere to all regulations set by the Securities and Exchange Commission (SEC) and other governing bodies.