| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
2321 Rosecrans Ave, Ste 4220, El Segundo, CA, 90245
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Learn about disclosures →Patrick is a registered representative with Emerson Equity LLC, spending about a quarter of his time on sales and service of brokerage products. He is also a Managing Partner/CCO at Northwoods Financial Partners, LLC, a financial/wealth management RIA, dedicating about half his time to financial planning and wealth management.