Patrick Hauer is a registered investment advisor at Wilson David Investment Advisors, based in Aiken, SC, with 8 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, Insurance Planning, and 3 more. Their firm serves 14 clients with $6.9M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K+ | 1.00% |
Fee Estimator
Location
227 Gateway Drive, #159, Aiken, SC, 29803
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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 is employed full-time as a financial analyst for Charter Communications since January 2018. This work is not investment related.
Employment History
Current Registrations
Wilson David Investment Advisors
Previous Registrations
Quasar Distributors, LLCBroker
Horizon Investments LLC
Wilson David Investment Advisors
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.