Patriot Investment Management Group Inc

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Total assets under management

$1,686,856,719

Total clients

1,519

19% high-net worth

Total advisors

of 24 employees

Firm size

Multi Team

Average clients per advisor

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

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Patriot Investment Management Group Inc

9721 Cogdill Road, Suite 101

Knoxville TN 37932, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 865-777-2479

Advisors at this firm

Amy W

CFP®, Series 65

Knoxville, TN

Patriot Investment Management Group Inc

Adam B

CFP®, Series 65

Knoxville, TN

Patriot Investment Management Group Inc

Aaron B

CFP®, Series 66

Knoxville, TN

Patriot Investment Management Group Inc

David P

Series 63, Series 65

Knoxville, TN

Patriot Investment Management Group Inc

Andrew E

CFP®, CFA®, PFS™

Knoxville, TN

Patriot Investment Management Group Inc

Grant M

CFP®, Series 66

Knoxville, TN

Patriot Investment Management Group Inc

Michael B

Series 63, Series 65

Crossville, TN

Patriot Investment Management Group Inc

Brandon S

CFP®, Series 65

Knoxville, TN

Patriot Investment Management Group Inc

Brandon A

Series 65

Knoxville, TN

Patriot Investment Management Group Inc

Jeff M

CFP®, Series 66

Knoxville, TN

Patriot Investment Management Group Inc

Stephen B

CFP®, Series 65

Knoxville, TN

Patriot Investment Management Group Inc

Charles H

CFP®

Knoxville, TN

Patriot Investment Management Group Inc

Bradley B

CFP®, Series 63, Series 65

Knoxville, TN

Patriot Investment Management Group Inc

John W

Series 65

Knoxville, TN

Patriot Investment Management Group Inc

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