Kyle Bateman
Kyle Bateman is a CFP-designated registered investment advisor at The Patriot Financial Group, LLC, based in Shrewsbury, MA, with 9 years of industry experience. Kyle 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
543 Main St., Shrewsbury, MA, 01545
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Regulatory History (1)
Financial
November 2017Other Business ActivitiesSells Insurance
Kyle works for Patriot Financial Group providing investment advisory services and Waypoint Wealth Management for financial services and fixed insurance. Both activities take up a full-time commitment each.
Employment History
Current Registrations
The Patriot Financial Group, LLC
Previous Registrations
Cetera Financial Specialists LLCBroker
Securities America, INC.Broker
LPL Financial LLCBroker
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.