Patriots First Financial Advisors provides investment management and financial planning services. The firm discusses financial values and goals with clients, sets objectives for portfolios based on risk tolerance and time horizon, and selects investment vehicles. Patriots First constructs portfolios using institutional asset class funds, aiming for long-term wealth building through a disciplined asset allocation approach. The firm may recommend unaffiliated independent investment managers. Financial planning services may include tax and estate planning, insurance, etc.
Assets Under Management$4.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$80K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
For accounts below $400,000, Patriots First may charge up to 1.50% of assets under management. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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