Robert Patrick is a registered investment advisor at Solidarity Wealth, LLC, based in Lehi, UT. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 218 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual rate. The exact fee depends on the complexity of services, the amount of assets managed, and the overall relationship with the firm.
Fee Estimator
Location
3600 N Outlet Parkway, Suite 200, Lehi, UT, 84048
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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 →Employment History
Current Registrations
Solidarity Wealth, LLC
State Registrations1 state
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