Overview

Headquarters
San Diego, CA
Total Firm Assets
$142 million
Average High-Net-Worth Client Portfolio Size
$2.8 million

Fee Disclosure

Source: RJ PATTERSON GROUP ADV PART 2A & 2B (2026-10-09) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 1.00%
$5,000,001 $8,000,000 0.90%
$8,000,001 $10,000,000 0.80%
$10,000,001 and above Negotiable

Rate applies to the entire account based on its size.

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $50,000 1.00%
$10 million $80,000 0.80%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
62.38%
Number of High-Net-Worth Clients
32
Total Client Accounts
521
Discretionary Accounts
521

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
281752
  • RJ PATTERSON GROUP ADV PART 2A & 2B (2026-10-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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