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Credentials
None foundExperience Industry experience
1 year
Location
Remote
Patterson Partners Ltd.
Supported
Total advisors
3Clients per advisor
5 Very LowAvg AUM per client
$2,547,715 Very HighHNW client ratio
64% Very HighCurtis Patterson is a financial advisor at Patterson Partners Ltd. with one year of industry experience. His work history includes roles at Patterson Partners Ltd. since 2019 and prior experience at the Royal Hamilton Amateur Dinghy Club and the New York Film Academy. Patterson Partners provides fee-only investment advisory and financial planning services to individuals and families, including corporate executives and business owners. The firm integrates financial planning with investment management and has a focus on cross-border and expatriate clients, offering services such as tax compliance and scenario-based asset allocation.
Based on Patterson Partners Ltd.
Based on Patterson Partners Ltd.
Based on Patterson Partners Ltd.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.45%
Hourly rates for professional services range from $341 to $689; administrative support rates range from $123 to $222.
Ongoing Financial Planning charged as a recurring fixed fee, generally starting at $10,000 per year, payable monthly or quarterly.
Account minimum: $1,000,000 Fee-only: Ongoing Financial Planning fees generally start at $10,000 per year; Project-Based Financial Planning fees typically range from $2,500 to $50,000; U.S. Tax Compliance services start at $3,500; Daily Money Management fees start at $200 per month; time-based fees range from $341 to $689 per hour for professional services and $123 to $222 per hour for administrative support.
Texas
1 year of industry experience
Patterson Partners Ltd.
2021 - Present • 5 years
Hamilton
Patterson Partners Ltd
2019 - 2021 • 2 years
Hamilton
Royal Hamilton Amateur Dinghy Club
2018 - 2018 • 1 year
Hamilton
Unemployed
2017 - 2018 • 1 year
Hamilton
New York Film Academy
2016 - 2017 • 1 year
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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