Patricia
Watson
Baker Ellis Asset Management LLC
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About this Advisor
Patricia Watson is a financial advisor based out of Vancouver, Washington who has 4 years of industry experience. Watson is an advisor for Baker Ellis Asset Management LLC. During their career, Watson has held roles at Liberty Bell Jr/Sr High School, Baker Ellis Asset Management, LLC, Reed College Admission Office and Rocking Horse Bakery. Watson has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Oregon. Baker Ellis Asset Management LLC is a registered investment firm operating out of Vancouver, WA. It has $751 million in total assets across its 325 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 325 customer accounts, 41% are associated with high-net-worth investors who have greater than $1 million in assets. Baker Ellis Asset Management LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely depend on the services offered. However, fee types charged by Baker Ellis Asset Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baker Ellis Asset Management LLC Brokerage Details
$750,600,425
7
325
$2,309,540
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Patricia Watson Work History
Patricia has been registered as a financial advisor for 4 years.*
Baker Ellis Asset Management, LLC
Baker Ellis Asset Management, LLC
Reed College Admission Office
Rocking Horse Bakery
Liberty Bell Jr/Sr High School
*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 Patricia Watson 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 Baker Ellis Asset Management LLC
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
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