Patrick Ungashick is a registered investment advisor at Persium Advisors, LLC, based in Atlanta, GA, with 22 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 157 clients with $460M 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% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $30.0M | 0.45% |
| $30.0M - $40.0M | 0.40% |
| $40M+ | 0.40% |
All fees are negotiable at Persium's sole discretion. For accounts over $5,000,000, Persium may move to a flat fee schedule.
Fee Estimator
Location
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
Get directionsHistory
Regulatory 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.
Employment History
Current Registrations
Persium Advisors, LLC
Previous Registrations
Securian Financial Services, INC.
Metlife Securities INC.
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.