Patrick
Berch
Waterfront Wealth Inc
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About this Advisor
Patrick Berch is a financial advisor who works in Leawood, Kansas with 1 year of industry experience. Berch is currently employed by Waterfront Wealth Inc. Throughout their career, they have worked at Blue River Capital LLC, Global Plains Advisory Group, Global Financial Private Capital, Elevated Capital Advisors, LLC, Waterfront Wealth Inc and Butler, Lanz & Wagler, L.C. Berch has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Kansas. Waterfront Wealth Inc is an advisory firm headquartered in Leawood, KS. It oversees $645 million in assets under management among its 2,540 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,540 accounts, just 12% belong to high-net-worth clients who have greater than $1 million in assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically are based on the services offered. Fee types charged by Waterfront Wealth Inc can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waterfront Wealth Inc Brokerage Details
$645,000,000
14
2,540
$253,937
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Patrick Berch Work History
Patrick has been registered as a financial advisor for 1 years.*
Waterfront Wealth Inc
Elevated Capital Advisors, LLC
Global Plains Advisory Group
Global Financial Private Capital
Blue River Capital LLC
Butler, Lanz & Wagler, L.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Berch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waterfront Wealth Inc
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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