Kyle Bateman
Kyle Bateman is a CFP-designated registered investment advisor at The Patriot Financial Group, LLC, based in Shrewsbury, MA, with 10 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 8 more. Their firm serves 2,545 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fees generally range up to 2.00% of assets under management (up to 2.50% under the wrap fee program), depending on complexity and portfolio size. Fees are negotiable.
Fee Estimator
Location
543 Main St., Shrewsbury, MA, 01545
Get directionsHistory
Regulatory History (1)
Financial
November 2017Other Business ActivitiesSells Insurance
Kyle works for Patriot Financial Group providing investment advisory services and Waypoint Wealth Management for financial services and fixed insurance. Both activities take up a full-time commitment each.
Employment History
Current Registrations
The Patriot Financial Group, LLC
Previous Registrations
Cetera Financial Specialists LLCBroker
Securities America, INC.Broker
LPL Financial LLCBroker
State Registrations2 states
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.
Exams
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