The Patriot Financial Group offers investment management, financial planning, and hourly consulting services. They may recommend independent managers for a portion of your portfolio. Financial planning covers areas like tax, retirement, and estate planning. Hourly consulting provides advice on various financial topics. They also offer retirement plan advisory services to plan fiduciaries. The Patriot Financial Group may recommend rolling over retirement plan assets into an account they manage, which creates a conflict of interest.
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.