Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,583 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50K1.50%
$50K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.75%

Fees negotiable for accounts over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9721 Cogdill Road, Ste 101, Knoxville, TN, 37932

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Patriot Investment Management Group INC
February 2005 - Present · 21 yrs
Previous Registrations
Patriot Investment Management Group INC
April 2004 - December 2004 · 8 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.