Patriot Advisory Group (PAG) provides investment supervisory services to individuals through retirement and non-retirement brokerage account management. PAG offers advice on allocating money among various asset categories and selecting individual investment positions. They also provide general, non-securities advice on topics including tax planning, estate planning, business planning, retirement planning, education planning, budgeting and cash flow, and/or fringe benefit analysis. Clients sign an investment advisory agreement before services begin.
Assets Under Management$26M
Clients86
Advisors1
Avg. per Client$300K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. House-holding is permitted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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