The better we know you and your situation, the better we can serve you. So, we usually begin the process with an initial client meeting during which we'll ask you about your goals for yourself and your family. With this information in hand, we can begin the process of designing the wealth management strategies that best suit your needs.
Thereafter, we encourage you to participate in semi-annual face-to-face meetings with us to review the performance of the strategies we've crafted on your behalf. Of course, we're available to meet with you as often as you like. The more we know about you, the better we're able to help you attain your goals.
How often will I receive account statements?
Each month, you will receive an activity statement from the firm which serves as the custodian of your account. Patton Albertson & Miller will also send you quarterly performance statements.
What is the minimum account size Patton Albertson & Miller handles?
While we are geared toward serving clients with significant assets to invest, we are happy to help other investors as well. However, our minimum annual fee is $10,000.
Can You Assist My Family with Trust and Fiduciary Services?
In addition to our investment and planning services, we also offer trust and fiduciary services provided by Provident Trust Company.