Jeff Monson is a CFP-designated registered investment advisor at Patriot Investment Management Group INC, based in Knoxville, TN, with 15 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,559 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Location
9721 Cogdill Drive, Suite 101, Knoxville, TN, 37932
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jeff is a managing partner in GCS Partnership, a real estate venture, since 1988. He dedicates a few hours per week to real estate management.
Employment History
Current Registrations
Patriot Investment Management Group INC
Previous Registrations
MML Investors Services, INC.
State Registrations1 state
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