Patterson Partners Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,102,952
Clients
15
Advisors
3
of 4 employees
About
Patterson Partners Ltd. is a small, fee-only registered investment adviser serving a concentrated group of individual clients, families, trusts and charitable entities, including high‑net‑worth individuals and professionals. The firm provides investment management, investment consultation, both project-based and ongoing financial planning, U.S. tax compliance and related services such as IRA rollover guidance and daily money management.
Its investment process requires an initial financial planning engagement and uses a proprietary Life+Wealth Investing™ framework that emphasizes scenario analysis, asset allocation, asset‑location and asset‑liability matching. Portfolios are managed on a discretionary basis using a core‑satellite approach (passive ETF cores with active satellite allocations), with consideration of options, currency hedging and limited use of derivatives or margin when suitable.
The firm is incorporated outside the United States and reports a significant non‑U.S. client base, and it regularly handles cross‑border matters such as relocation/repatriation planning and foreign trust Distributable Net Income schedules—services that are less common among peers. With a two‑advisor team managing a small number of client relationships and under $35 million in assets, Patterson Partners combines high‑touch services (including educational seminars and daily money management) with a focus on cross‑border and complex tax/reporting needs.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
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
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Jeffrey P
Remote
Patterson Partners Ltd.
Jeffrey 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 Ltd. is a fee-only registered investment adviser serving a select group of individuals, families, trusts, and charitable entities, including high-net-worth clients. The firm uses a proprietary Life+Wealth Investing™ framework and offers investment management, financial planning, and specialized cross-border and tax-related services.
Curtis P
Remote
Patterson Partners Ltd.
Curtis 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.
Jennifer P
CFP®
Remote
Patterson Partners Ltd.
Jennifer 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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")