Michael Patterson
Michael Patterson is a registered investment advisor at The Patriot Financial Group, LLC, based in Walpole, MA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,136 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
55 West Street, Suite 201, Walpole, MA, 02081
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
January 2017Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Michael sells disability, life, and long-term care insurance products, as well as Medicare products, dedicating a few hours per week to these activities. He also hosts a weekly music bingo night and works as an energy advisor, spending minimal time on each.
Employment History
Current Registrations
The Patriot Financial Group, LLC
Previous Registrations
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.