Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
As a leading financial advisor, PATTON HALL, LLC has established a strong reputation for providing expert guidance and customized solutions to their clients. Founded in 2005, the firm has over 15 years of experience in the financial industry and has successfully managed over $500 million in assets under management.
PATTON HALL, LLC currently has a team of 10 highly qualified and experienced advisors, each with their own area of expertise. This team approach allows for a diverse range of perspectives and ensures that clients receive comprehensive and well-rounded advice.
Here is a breakdown of PATTON HALL, LLC’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
PATTON HALL, LLC offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
The team at PATTON HALL, LLC understands that every client has unique goals and financial situations, which is why they take a personalized approach to create tailored strategies for each individual or family.
Client Types
PATTON HALL, LLC works with a variety of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Young professionals
- Families
No matter the client type, the firm’s advisors have the expertise and resources to help them achieve their financial goals and secure their financial future.
Fees & Compensation
PATTON HALL, LLC operates on a fee-based compensation structure, which means that their advisors are compensated based on a percentage of the assets under management or a flat fee for financial planning services. This allows the firm to remain objective and act in the best interest of their clients.
Background
PATTON HALL, LLC was founded by John Patton, a highly experienced and knowledgeable financial advisor with over 25 years of experience in the industry. He leads a team of dedicated professionals who are committed to providing top-notch service and ongoing support to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, PATTON HALL, LLC is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with other companies or financial products. The firm believes in full transparency and is committed to working in the best interest of their clients.
How does the advisor help clients – Key Takeaways:
- PATTON HALL, LLC has over 15 years of experience in the financial industry and manages over $500 million in assets.
- The firm has a team of 10 experienced advisors, each with their own area of expertise.
- They offer a range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management.
- PATTON HALL, LLC works with a diverse range of clients, including high net worth individuals, business owners, retirees, and families.
- The firm operates on a fee-based compensation structure and remains objective in their recommendations.
- PATTON HALL, LLC was founded by an experienced financial advisor with over 25 years of experience.
- The firm is committed to full transparency and disclosing any potential conflicts of interest to their clients.