Alyson Basso is a CFP, ChFC-designated registered investment advisor at The Patriot Financial Group, LLC, based in Windham, NH, with 19 years of industry experience. Alyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,136 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Patriot Financial Group's investment advisory fees range up to 2.50% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated based on month/quarter-end security valuations and billed monthly or quarterly. The Patriot Financial Group includes normal securities transaction fees as part of its overall investment advisory fee through The Patriot Financial Group Wrap Fee Program. Fees may be negotiable.
Location
47 Enterprise Drive, Windham, NH, 03087
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alyson works as an investment adviser representative for The Patriot Financial Group, LLC and Hayden Wealth Management, dedicating full-time hours to each. She also sells fixed insurance products, including life insurance, long-term care insurance, and fixed annuities, taking about 10-20% of her time, and serves on the Board of Directors for Tri Town Council, dedicating minimal time.
Employment History
Current Registrations
The Patriot Financial Group, LLC
Previous Registrations
Cetera Financial Specialists LLCBroker
Securities America, INC.Broker
Santander Securities
Santander Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.