Patrick Steers is a registered investment advisor at Erlandson Wealth Management, based in Beaverton, OR, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 139 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Erlandson Wealth Management offers asset management services only through a wrap fee program. The fees for this service are described in a separate wrap fee brochure.
Location
14780 SW Osprey Drive, Suite 320, Beaverton, OR, 97007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Erlandson Wealth Management
State Registrations1 state
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