Patriot Wealth Planners recommends clients use third-party managers to manage their portfolios. Patriot Wealth Planners monitors the third-party manager's performance. Patriot Wealth Planners also offers financial planning and consulting services, including full financial plans and assistance with individual financial topics. Clients are not obligated to act on any recommendations or use Patriot Wealth Planners to implement them.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Patriot Wealth Planners does not directly manage client assets. Instead, they recommend third-party managers. The annual asset management fee when using a third-party manager can be up to 2.00%. Patriot Wealth Planners receives a portion of the total fee charged, up to 1.60%, for ongoing consultation.
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