Jason Mahoney is a registered investment advisor at The Patriot Financial Group, LLC, based in Middleton, MA, with 1 years of industry experience. Jason 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
1 Central Street STE 103, Middleton, MA, 01949
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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
Jason is a licensed insurance agent selling life insurance, long-term care, and annuities, dedicating a few hours per week to this activity. He is also the Secretary/Treasurer at BNI: Business Networking International, spending minimal time on this role.
Employment History
Current Registrations
The Patriot Financial Group, LLC
State Registrations1 state
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.