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Patriot Investment Management Group Inc

Updated today

Total assets under management

$1,686,856,719

Total clients

1,519

19% high-net worth

Total advisors

16

of 24 employees

Firm size

Multi Team

Average clients per advisor

95

Average account size

$1,110,505

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees ranging from $500 to $3,000 for financial planning services; monthly subscription fees of $100 to $500 per month for ongoing comprehensive financial planning services

Percentage

$0 - $50,000: 1.50% $50,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: Negotiable

Project-based

$300 per hour for Investment Adviser Representatives, $150 per hour for Clerical Staff

Other

Account minimum: No minimum stated; firm may terminate accounts deemed too small to manage effectively

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Patriot Investment Management Group Inc

9721 Cogdill Road, Suite 101

Knoxville TN 37932, United States

Number of offices

4

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