The Patriot Financial Group offers comprehensive investment management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, and retirement plans. The Patriot Financial Group constructs and monitors personalized investment portfolios utilizing a wide range of securities, including mutual funds, exchange-traded funds, individual stocks and bonds, options, private equity, and digital asset exchange-traded funds. In addition to discretionary portfolio management, The Patriot Financial Group provides personal financial planning covering retirement, tax, estate, insurance, and cash flow needs, as well as hourly or fixed-fee consulting services. Clients can also receive retirement plan advisory services for employer-sponsored plans. The Patriot Financial Group operates as a registered investment advisor with offices in Massachusetts and utilizes independent custodians such as Charles Schwab and Cetera for client asset safekeeping.
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.