How does the advisor help clients – Key Takeaways:
In the world of financial management, it’s important to have a trustworthy and knowledgeable advisor by your side. This is exactly what clients can expect from Patterson Advisors. With a team of experienced financial experts and an array of services offered, Patterson Advisors is dedicated to helping their clients make smart and informed financial decisions for a secure future.
Facts and Insights
Established in 2005, Patterson Advisors has been in the financial management business for over 15 years. With an impressive track record and a growing client base, the firm has become a trusted name in the industry. According to their latest annual report, Patterson Advisors has managed over $100 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 15+ |
Financial Services Offered
Patterson Advisors offers a wide range of financial services to cater to the diverse needs of their clients. Their services include investment management, financial planning, retirement planning, tax planning, estate planning, and insurance planning. They work closely with their clients to understand their goals and create customized strategies to help them achieve financial success.
Client Types
Patterson Advisors serves a diverse mix of clients, including high net worth individuals, families, and businesses. They also have a specialized team that focuses on serving the needs of medical professionals, educators, and government employees. No matter their profession or financial background, Patterson Advisors treats every client with equal dedication and provides tailored solutions to help them reach their financial goals.
Fees & Compensation
Patterson Advisors believes in complete transparency when it comes to fees and compensation. They charge a fee based on a percentage of the assets under management, so their clients can rest assured that their interests are aligned with the firm. The fee structure can vary based on the services provided and the complexity of a client’s financial situation. They do not receive any commissions or compensation from third-party entities, ensuring that their recommendations are solely based on their clients’ best interests.
Background
The team at Patterson Advisors consists of highly skilled and experienced financial professionals. Led by their founder, Jane Patterson, who has over 20 years of experience in the financial industry, the team is dedicated to providing exceptional service to their clients. Each team member brings a unique set of expertise, creating a well-rounded and dynamic group that is constantly evolving to meet the changing needs of their clients.
Financial Advisor Disclosures to Know
Transparency is a top priority at Patterson Advisors, which is why they make all necessary disclosures readily available to their clients. They adhere to the fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests. Additionally, they have a strict code of ethics and hold all their team members to high standards of professionalism and integrity.