Bryan Pattee
Advisor at AlphaCopia
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Bryan Pattee is a financial advisor at AlphaCopia with a Series 65 designation and three years of industry experience. His prior roles include positions at US BANK and SIOL Wealth Advisors, LLC. AlphaCopia is a state-registered investment adviser managing approximately $44 million for a small client base, offering discretionary portfolio management and wealth planning to individuals, institutions, trusts, and business entities. The firm employs a tactical allocation approach combining fundamental and technical analysis and manages accounts on a discretionary basis, including the use of derivatives and alternative investment vehicles.
Client services
Based on AlphaCopia
Financial planning
Portfolio management
Investment consulting services and sub-advisory investment management services
Investment consulting services and sub-advisory investment management services
Expertise
Based on AlphaCopia
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Business exit / sale strategy
Wealth management
Fee options
Business Consulting fees negotiated per project; Wealth Planning fees range from $500 to $25,000.
$0 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.75% $6,000,001+: 0.50%
50% of net return in excess of S&P 500 Index, assessed quarterly with high water mark, for qualified clients only.
Account minimum: $100,000
Location
Annandale, MN
Most active in
Bryan P has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
Siol Wealth Advisors, LLC
2024 - Present (2 years)
SIOL Wealth Advisors, LLC
2023 - 2024 (1 year)
Alphacopia Investments LLC
2021 - Present (5 years)
US BANK
2012 - 2021 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
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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.
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Series 65
Annandale, MN
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Daniel D
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Buffalo, MN
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Lisa G
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Jared H
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Buffalo, MN
Ascent Advisors
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