Christopher Patterson is a registered investment advisor at Lifeworks Advisors, LLC, based in Grand Rapids, MI, with 21 years of industry experience. Christopher 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 1,479 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifeworks Advisors charges a percentage of your portfolio each year, up to 1.50%. This fee is paid monthly in advance and is based on the value of your account at the end of the prior month. The fee is negotiable and takes into consideration the total amount of assets Lifeworks manages for you. This fee includes the cost of securities transactions, custodial costs, and administrative fees.
Location
4095 Park East Ct., Ste. C, Grand Rapids, MI, 49546
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Regulatory History (1)
Regulatory
August 2016Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Innovative Wealth Strategies
Patterson Financial
Patterson CPA Group
Patterson CPA Group
Patterson CPA Group
Holland Advisory Services, INC.
H.D. Vest Investment ServicesBroker
Pruco Securities, LLC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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.