Patricia Druckman
Patricia Druckman is a ChFC-designated registered investment advisor at Envision Capital Management LTD, based in Scottsdale, AZ, with 19 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Account size minimum may be negotiable.
Fee Estimator
Location
10245 E. Via Linda Blvd., Suite 110, Scottsdale, AZ, 85258-5316
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Patricia has been a licensed insurance agent since 1987, offering life and disability insurance to clients. She spends minimal time on this activity.
Employment History
Current Registrations
Envision Capital Management LTD
Previous Registrations
Envision Capital Management LTD
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.