The Patriot Financial Group, LLC
Assets Under Management
$2.4B
Number of Clients
3,136
Number of Advisors
35
Average Client AUM
$767K
AUM per Advisor
$68.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Patriot Financial Group offers investment management services, constructing and monitoring portfolios based on client goals and risk tolerance. They may recommend independent managers. Financial planning services cover tax, investment, retirement, estate, business, education, and insurance needs. Hourly consulting services are also available. They also provide retirement plan advisory services to plan fiduciaries.
Fee Structure
Investment management fees range up to 2.50% annually, depending on complexity and assets managed. Financial planning is offered on an hourly basis (up to $500/hour) or a fixed fee. Retirement plan consulting fees can be based on a percentage of plan assets (up to 1.25% annually), hourly (up to $400/hour), or a flat rate. Fees are negotiable.
Areas of Practice
Location
55 West Street, Suite 201, Walpole, MA, 02081