Patrick Conklin
Advisor at Hohimer Wealth Management, LLC
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.
Advisor at Hohimer Wealth Management, LLC
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.
Firm
Hohimer Wealth Management, LLC
Location
Seattle, WA 98101
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
Patrick Conklin is a CFP® professional with 12 years of industry experience, currently serving at Hohimer Wealth Management, LLC since 2019. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also a licensed insurance agent with Risk & Liability Consultants LLC, connecting individuals with life and long-term care insurance products. Hohimer Wealth Management advises a diverse client base including individuals, pension plans, trusts, and charitable institutions using a team-based model. The firm employs a mix of active and passive investment strategies across various asset classes and integrates alternative and pooled investments, serving as an investment manager for private funds such as the US Affordable Housing Fund I.
Based on Hohimer Wealth Management, LLC
Based on Hohimer Wealth Management, LLC
Flat/project fees for financial planning and consulting, maximum fee up to $50,000
$0 - $2,000,000: 1.50% $2,000,000.01 - $5,000,000: 1.00% $5,000,000.01 - $10,000,000: 0.75% $10,000,000.01 - $25,000,000: 0.60% $25,000,000.01 - $50,000,000: 0.50% $50,000,000.01 - $100,000,000: 0.40% $100,000,000.01+: 0.35%
Hourly financial planning and consulting fees range between $150 and $500 per hour
Performance-based fees charged by private funds managed by HWM based on net profits above a hurdle rate; details provided in private fund offering documents
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $8,000, billed quarterly, per household for investment and wealth management services Fee-only: Financial planning and consulting services offered on flat/project fee or hourly basis; hourly rates range from $150 to $500; maximum flat fee up to $50,000
One Union Square, 600 University Street, Suite 2401
Seattle, WA 98101
California · New York · Washington
Hohimer Wealth Management LLC
2019 - Present (7 years)
Wells Fargo Clearing
2016 - 2019 (3 years)
Wells Fargo Advisors, LLC
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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