RJ Patterson Group offers investment management services on a discretionary basis, primarily using exchange-traded funds, mutual funds, stocks, and bonds. They also provide financial planning and consulting services covering investment, retirement, estate, and insurance needs. Additionally, they offer a monthly subscription-based planning service called the Emerging Professional Program. Clients engaging RJ Patterson Group for investment management services pay advisory fees separate from financial planning fees, though financial consulting is often provided at no additional charge to investment management clients.
Assets Under Management$130M
Clients189
Advisors2
Avg. per Client$700K
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.90% |
| $8.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Advisory fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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