Michael Allman is a registered investment advisor at Patriot Asset Advisors, LLC, based in Pataskala, OH. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 269 clients with $61M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Advisory fees are negotiable at our sole discretion.
Fee Estimator
Location
7889 E Broad St Sw, Pataskala, OH, 43062
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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
Michael works as a distribution supervisor for Victoria's Secret, dedicating full-time hours to this role. This activity involves supervising the distribution of women's clothing to retail stores and is not investment-related.
Employment History
Current Registrations
Patriot Asset Advisors, LLC
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.