Patterson Partners Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$35,668,015
Clients
14
Advisors
3
of 4 employees
About
Patterson Partners provides fee‑only investment advisory and financial planning services to individuals and families, including corporate executives, business owners and other professionals. Its services include discretionary investment management, ongoing and project‑based financial planning, U.S. tax compliance and daily money‑management support.
The firm generally integrates financial planning into its investment process, typically requiring a planning engagement before establishing managed accounts and producing a Household Investment Policy and separate Investment Policy Statements for managed assets. Its Life+Wealth Investing™ methodology emphasizes scenario analysis, asset allocation and asset‑location decisions, using a diversified ETF core with targeted active satellite positions and discretionary portfolio implementation.
Patterson Partners has a pronounced cross‑border and expatriate orientation, routinely advising on relocation/repatriation, foreign trust reporting, held‑away assets and related tax matters, and it offers U.S. tax return preparation as part of certain engagements. The firm also provides educational seminars and daily money‑management services, and has recently revised its client engagement terms to require ongoing financial planning for new investment management relationships.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$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.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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 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.
Curtis P
Remote
Patterson Partners Ltd.
Curtis 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.
Jennifer P
CFP®
Remote
Patterson Partners Ltd.
Jennifer Patterson is a CFP® professional with six years of industry experience, currently serving at Patterson Partners Ltd., where she has been since 2006. The firm provides fee-only investment advisory and financial planning services to individuals and families, including corporate executives and business owners. Patterson Partners integrates financial planning into its investment approach, utilizing its Life+Wealth Investing™ methodology and serving a notable cross-border and expatriate clientele.
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