Patriot Investment Management Group manages investment portfolios and provides personalized financial planning and retirement plan consulting for individuals, families, businesses, and retirement plans. The firm offers both discretionary portfolio management, where Patriot Investment Management Group makes investment decisions on your behalf, and non-discretionary services, where you approve trades in advance. Portfolios are built using fundamental and cyclical analysis, tailored to your specific goals, risk tolerance, and time horizon. In addition to investment management, the firm offers broad-based financial planning covering net worth, cash flow, insurance, retirement, college savings, and estate planning, as well as ongoing comprehensive planning through a monthly subscription model. Patriot Investment Management Group also provides consulting services to employee benefit plans and their fiduciaries regarding fund selection, participant education, and ongoing investment monitoring.
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 for amounts over $1,000,000 are negotiable. Household accounts may be combined for breakpoint discounts.
