Advisor at Patterson Advisors
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David Patterson is a CFP® professional with 16 years of industry experience. He has been with Patterson Advisors, LLC since 2005. Patterson Advisors provides comprehensive financial planning and portfolio analysis primarily to individual clients, including high-net-worth individuals, trustees, and beneficiaries. The firm uses goal-based planning software and an asset-allocation framework to build diversified portfolios, emphasizing low-cost mutual funds and ETFs, and serves a limited client base with a fee-for-service model.
Based on Patterson Advisors
Based on Patterson Advisors
Fixed annual fees for Investment Analysis Services and Comprehensive Financial Services; start-up fee of $500 for Investment Analysis; Comprehensive Financial Services fees typically $1,500 to $4,500 or more; initial deposits up to $1,200.
$0+: 0.55% Higher portfolio value+: 0.30%
$200 per hour for small, one-time projects.
Fee-only: Hourly fees at $200 per hour; fixed fees for Investment Analysis Services and Comprehensive Financial Services; fees negotiable and based on scope and portfolio complexity.
Waterford, MI
Michigan · Texas
Patterson Advisors, LLC
2005 - Present (21 years)
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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.
Verified by Warmer
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