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Credentials
None foundExperience Industry experience
6 years
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 HighJeffrey Patterson is a financial advisor at Patterson Partners Ltd. with 6 years of industry experience. He has worked at Bermuda Electric Light Company for seven years and has served in the Royal Bermuda Regiment since 1990. 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 into its investment process and has a focus on cross-border and expatriate clients.
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
6 years of industry experience
Bermuda Electric Light Company
2010 - 2017 • 7 years
Hamilton
Patterson Partners Ltd.
2006 - Present • 20 years
Pembroke
Royal Bermuda Regiment
1990 - Present • 36 years
Warwick
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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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