Stanley Patrick
Stanley Patrick is a registered investment advisor at Bush Wealth Management, based in Valdosta, GA, with 11 years of industry experience. Stanley 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 496 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bush Wealth Management charges a percentage of the assets they manage for you. This fee covers investment advice and, if you request it, financial planning and consulting. The exact percentage is negotiable, up to a maximum of 2% per year, and depends on factors like the amount of assets, the complexity of your situation, and the services you need. If you use Pontera to manage held-away accounts, there is an additional 0.25% fee that Bush Wealth Management pays, which is included in their overall fee.
Location
2918 N. Oak St., Ste. B, Valdosta, GA, 31602
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Regulatory History (1)
Customer Dispute
March 2025Employment History
Current Registrations
Bush Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.