Patriot Advisory Group LLC, operating as Quantum Capital, provides individualized investment management and financial planning services for individuals, high net worth individuals, and trusts. The firm builds portfolios across various asset categories, including stocks, bonds, certificates of deposit, options, mutual funds, and annuities, tailored to each client's specific objectives and risk tolerance. In addition to investment management, Patriot Advisory Group LLC offers general financial planning advice covering retirement, tax strategies, estate planning, business planning, education funding, budgeting, and cash flow analysis. The firm operates as a registered investment advisor based in Portsmouth, New Hampshire, using Charles Schwab & Co. as custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.