Patriot Asset Advisors offers investment management and financial planning services. Investment strategies are tailored to individual client goals and risk tolerance, utilizing various securities and asset allocation models. Financial planning covers investment, retirement, insurance, tax, education, and budgeting. The firm also refers clients to third-party money managers.
Assets Under Management$61M
Clients269
Advisors3
Avg. per Client$230K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Advisory fees are negotiable at our sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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