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, Suite 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
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Vanguard Advisers, INC.
August 2022 - June 2023 · 10 mos
Vanguard Marketing CorporationBroker
July 2022 - June 2023 · 11 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.