Patten and Patten provides investment management services to individuals, families, retirement plans, trusts, endowments, foundations, and other institutions. The firm assesses your financial situation and risk tolerance to create a suitable investment strategy. They primarily invest in individual stocks and bonds, and may also use mutual funds and exchange-traded funds. The firm does not provide tax or estate planning services but can refer you to professionals who do.
Assets Under Management$2.1B
Clients865
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$690M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.38% |
Portfolio Managers may negotiate with the client an alternate fee schedule depending on a client’s particular situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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