Patrick Giddens is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Lenexa, KS, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Contact
Patrick Giddens
Location
13550 W 95th St., Lenexa, KS, 66227
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 Activities
Patrick works as a tax expert for Inuit Tax, preparing tax returns for individuals and businesses, dedicating minimal time. He also provides financial education consulting services to military service members and their families through Magellan Federal, spending a few hours per week.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Wade Financial Advisory, INC.
Johnson Lyman Wealth Advisors
State Registrations3 states
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.
Exams