Patrick Jeffs-Catone is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Powell, WY, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
254 E 2nd Street, Suite 2, Powell, WY, 82435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is affiliated with multiple investment advisory firms, including Golden State Wealth Management, Redwood Investment Group, and Golden State Asset Management. He dedicates nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Ascentis Asset Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Golden State Wealth Management, LLC
Redwood Investment Group, INC
Previous Registrations
Golden State Asset Management
Golden State Equity Advisors, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations50 states
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