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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
$2,073,530 Very HighHNW client ratio
60% Very HighCurtis Patterson is a financial advisor at Patterson Partners Ltd. with one year of industry experience. He has been with Patterson Partners Ltd. since 2019 and previously worked at the Royal Hamilton Amateur Dinghy Club and New York Film Academy. Patterson Partners Ltd. is a fee-only registered investment adviser serving individual clients, families, trusts, and charitable entities, including high-net-worth individuals and professionals. The firm employs a proprietary Life+Wealth Investing™ framework and offers services such as investment management, financial planning, U.S. tax compliance, and cross-border financial solutions.
Based on Patterson Partners Ltd.
Based on Patterson Partners Ltd.
Based on Patterson Partners Ltd.
Ongoing Financial Planning: starting at $6,500/year for individuals, $8,500/year for couples; Project-Based Financial Planning: $2,500 to $50,000+ depending on complexity; U.S. Tax Compliance Services: starting at $3,500; Daily Money Management Services: starting at $200/month; Educational Seminars: $0 to $500 per participant
$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%
Professional staff: $331 to $669 per hour; Administrative staff: $119 to $216 per hour
Account minimum: $1,000,000 (typical discretionary investment management minimum; may be waived or lowered at firm's discretion) Fee-only: Fee-only firm; compensation only from client fees, no commissions
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
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