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. provides personalized investment advisory services including portfolio management, financial planning, and pension consulting. Services are tailored to individual client needs, objectives, and risk tolerance. They offer both discretionary and non-discretionary portfolio management.
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. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Portfolio management fees are based on a percentage of assets managed. For financial planning, the firm charges an hourly rate of $300 for Investment Adviser Representatives or $150 for Clerical Staff, or a fixed fee between $500 and $3,000. Ongoing comprehensive financial planning is also available for a monthly fee of $100 to $500, in addition to an upfront charge based on the hourly rate. Pension consulting fees are negotiable. The firm does not require a minimum dollar amount to open an account.
Areas of Practice
Location
9721 Cogdill Road, Suite 101, Knoxville, TN, 37932
