Patrick Thompson is a registered investment advisor at Sentient Financial, LLC, based in Laguna Niguel, CA, with 17 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 29 clients with $17M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.45% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Fee Estimator
Location
28202 Cabot Road, Suite 300, Laguna Niguel, CA, 92677
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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 sales representative for Oxford University Press, a higher education publishing company, since 2005. This activity takes about a quarter of his time.
Employment History
Current Registrations
Sentient Financial, LLC
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Transamerica Financial Advisors, INC.Broker
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.