Patriot Investment Management Group offers investment advice tailored to individual client needs. They provide portfolio management, financial planning, and pension consulting services. For portfolio management, they offer both discretionary and non-discretionary services. Financial planning includes broad-based, modular, and ongoing comprehensive planning. They may also recommend third-party asset managers.
Assets Under Management$1.9B
Clients1,559
Advisors15
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees over $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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