Patriot Securities LLC offers investment advisory services, managing portfolios on a discretionary basis according to client objectives. Patriot uses a tactical allocation strategy to reduce risk and increase performance, potentially using exchange-listed securities, corporate debt, municipal securities, mutual funds, and ETFs. Patriot tailors its services to individual client needs based on meetings and conversations.
Assets Under Management$30M
Clients47
Advisors1
Avg. per Client$640K
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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