Advisor at Wealth Management Advisors, LLC
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Firm
Wealth Management Advisors, LLC
Location
Ukiah, CA
Credentials
CFP®
Industry experience
13 years
Patrick Coyne is a CFP® professional with 13 years of industry experience, operating Wealth Management Advisors, LLC in Ukiah, CA. He has been with the firm since 1982, which he founded and continues to lead. Wealth Management Advisors, LLC provides comprehensive financial planning and investment management services primarily to high-net-worth individuals, high-income professionals, retirement plans, and clients approaching retirement. The firm employs a disciplined investment process focusing on diversification, quality long-term holdings, and an asset-allocation model, typically managing portfolios on a discretionary basis with ongoing monitoring and quarterly reporting.
Based on Wealth Management Advisors, LLC
$1,000,000 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.75% $4,000,000 - $10,000,000: 0.50%
Account minimum: $1,000,000 Fee-only: Fee only; no commissions received by firm or employees.
Ukiah, CA
California
Wealth Management Advisors, LLC
1982 - Present (44 years)
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Accountant / CPA / tax prep
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Lawyer
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