| Fees How much do our services cost? |
Fees are based solely on services provided, either as a fixed quote or on an hourly basis.
Fees for comprehensive financial plans are typically $ 2,000 and up, depending on
complexity, skills required and responsibility involved. There is no charge for the first client
meeting. All fees paid are completely refundable at any time up to six months following the
delivery of the plan if the client is dissatisfied for any reason.
Subsequent investment reviews and other services following an initial engagement will be
negotiated at a fixed fee or based on an hourly rate ($150.00 minimum or as mutually
agreed upon). No compensation is received from any other party as a result of possible
referrals or the client's subsequent acquisition of investment or insurance products.
Patterson Advisors has no relationship with other parties that could result in a conflict of
interest.
Fees for comprehensive financial plans are typically $ 2,000 and up, depending on
complexity, skills required and responsibility involved. There is no charge for the first client
meeting. All fees paid are completely refundable at any time up to six months following the
delivery of the plan if the client is dissatisfied for any reason.
Subsequent investment reviews and other services following an initial engagement will be
negotiated at a fixed fee or based on an hourly rate ($150.00 minimum or as mutually
agreed upon). No compensation is received from any other party as a result of possible
referrals or the client's subsequent acquisition of investment or insurance products.
Patterson Advisors has no relationship with other parties that could result in a conflict of
interest.
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