Patriot Investment Management Group INC
Assets Under Management
$1.7B
Number of Clients
1,583
Number of Advisors
16
Average Client AUM
$1.1M
AUM per Advisor
$105.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Patriot Investment Management Group, Inc. offers personalized portfolio management, financial planning, and pension consulting services. They provide both discretionary and non-discretionary portfolio management tailored to client needs. Financial planning includes broad-based, modular, consultative, and ongoing comprehensive services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $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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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Location
9721 Cogdill Road, Suite 101, Knoxville, TN, 37932
