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Credentials
CFP®
Experience Industry experience
6 years
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 HighJennifer Patterson is a CFP® professional with 20 years at Patterson Partners Ltd. and six years of industry experience. She has worked exclusively with Patterson Partners Ltd. since 2006. Patterson Partners Ltd. is a fee-only registered investment adviser serving a select group of individuals, families, trusts, and charitable entities, including high-net-worth clients and professionals. The firm employs a proprietary Life+Wealth Investing™ framework and offers discretionary portfolio management with a core-satellite approach, focusing on cross-border and complex tax and reporting matters.
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
6 years of industry experience
Patterson Partners Ltd.
2006 - Present • 20 years
Pembroke
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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