JP

James Luke Patterson

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
1,873 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$2,000 - $100,000
Hourly Rate:$150 - $500/hr

Avidian generally charges an annual advisory fee based on a percentage of assets under management, billed monthly in arrears. In limited circumstances, a flat annual fee may be permitted, not exceeding 1.5% of AUM. Financial planning and consulting fees range from $2,000 to $100,000 on a fixed fee basis, or $150 to $500 hourly. A $1,000,000 minimum is generally required for discretionary managed account services, but this may be reduced at Avidian's discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2005
Final
Other Business Activities

James appears weekly on the talk show "StreetTalk Live" on KSEV 700AM, providing general market commentary. The show is broadcast from the StreetTalk Advisors offices.

Employment History
Current Registrations
Avidian Wealth Solutions
June 2011 - Present · 14 yrs 7 mos
Previous Registrations
Stanford Group CompanyBroker
November 2002 - March 2004 · 1 yr 4 mos
Stanford Group Company
November 2002 - March 2004 · 1 yr 4 mos
Morgan Keegan & Company, INC.Broker
January 2000 - November 2002 · 2 yrs 10 mos
Morgan Keegan & Company, INC.
January 2000 - November 2002 · 2 yrs 10 mos
Painewebber Incorporated Broker
September 1999 - October 1999 · 1 mo
Dean Witter Reynolds INC.Broker
June 1998 - October 1999 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
November 1996 - June 1998 · 1 yr 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
James Luke Patterson - Financial Advisor | AdvisorDiscover