Patriot Advisory Group
Assets Under Management
$26.0M
Number of Clients
86
Number of Advisors
1
Average Client AUM
$302K
AUM per Advisor
$26.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Patriot Advisory Group LLC offers investment supervisory services, managing retirement and non-retirement brokerage accounts. They provide individualized advice on asset allocation and security selection, consistent with client objectives and risk tolerance. Financial planning services cover tax, estate, business, retirement, education, budgeting, and fringe benefit analysis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
House-holding is permitted and fees are negotiable.
Fee Estimator
PAG charges an annual fee based on the amount of assets managed, as shown in the table. For example, a $200,000 account would incur an annual fee of $3,000, billed quarterly. Ticket charges and other transaction costs may also apply. There is no minimum account size. Fees are negotiable, and house-holding is permitted. Clients may terminate the advisory agreement with 30 days' notice, and unearned prepaid fees will be refunded.
Areas of Practice
Location
1 New Hampshire Avenue, Suite 125, Portsmouth, NH, 03801