Assets Under Management
$26.0M
Number of Clients
86
Number of Advisors
1
Average Client AUM
$302K
AUM per Advisor
$26.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Patriot Advisory Group LLC provides individualized investment supervisory services to clients regarding asset allocation and the selection and retention of individual investment positions. They also offer financial planning services covering tax, estate, business, retirement, education, budgeting, and cash flow.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
House-holding is permitted and fees are negotiable.
1 New Hampshire Avenue, Suite 125, Portsmouth, NH, 03801