Michael Wesley Brown

Patriot Investment Management Group INC

45 Years of Experience

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Firm Information

Patriot Investment Management Group INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

16 advisors

Number of Clients

1,583 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$1.7B

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 over $1,000,000 are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$500 - $3,000

Hourly Rate:$150 - $300/hr

Portfolio management fees are based on a percentage of assets managed. For financial planning, the hourly rate is $300 for Investment Adviser Representatives or $150 for Clerical Staff. Fixed financial planning fees range from $500 to $3,000. Ongoing comprehensive financial planning ranges from $100 to $500 per month, in addition to an upfront charge based on the hourly rate.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Advisor Information

Office location

9721 Cogdill Road, Suite 101, Knoxville, TN, 37932

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Regulatory History

Clean regulatory record

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.