Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | N/A |
Fees are negotiable at our sole discretion. For accounts over $5,000,000, a flat fee schedule may be used.
Fee Estimator
Persium Advisors charges fees for retirement management and direct investment management services, billed quarterly in advance. A minimum portfolio size of $250,000 is generally required. Financial planning services are billed separately through a fixed fee arrangement, ranging from $1,000 to $10,000 per plan. Investment consulting services are offered for a negotiable flat fee, ranging from $24,000 to $50,000 per year.
Areas of Practice
Advisor Information
Office location
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
Get directionsRegulatory History (2)
Customer Dispute
February 2012Customer Dispute
August 2011Other Business Activities
Patrick is involved in several outside business activities, including self-publishing, developing exit planning tools, providing merger and acquisition advisory services, and providing investment capital. These activities require minimal time, with the exception of Navix Holdings and Ascent Advisory Partners, which take about 10-20% of Patrick's time.