Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees are negotiable, not exceeding 1.50% annually, and based on factors like engagement size and complexity. Financial planning fees are also negotiable and may be flat or included in investment management fees. Additional services have separately agreed-upon fees. Clients pay custodian, broker, and fund fees separately. Cerity Partners may receive revenue sharing from certain private investments, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
6621 Bay Laurel Place, Avila Beach, CA, 93424
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is a member of West Coast Financial, LLC and the general partner for multiple real estate funds. Cerity Partners merged with West Coast Financial, LLC, and Patrick will maintain general partners in five private real estate funds, dedicating minimal time to this activity.