Patriot Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,610,864
Clients
116
3% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
116
Very HighAverage account size
$194,921
About
Patriot Advisory Group provides discretionary investment supervisory and portfolio management services to individuals, high‑net‑worth individuals, and individually owned trusts, and also offers financial planning on topics such as tax, estate, retirement, education and cash‑flow planning. Custody of client assets is maintained at Charles Schwab & Co., and the firm does not participate in wrap‑fee programs.
The firm uses multiple methods of analysis — charting, fundamental and technical — and employs long‑term, short‑term and trading strategies as appropriate, drawing on third‑party research and providers. Accounts are managed on a discretionary basis consistent with clients’ stated objectives and risk tolerances, are reviewed at least annually, and may be subject to client‑imposed written restrictions.
The brochure discloses several features that are less common for firms of this size: Item 6 notes the firm receives performance‑based fees, and certain representatives are licensed insurance agents who may earn commissions on life, long‑term care and fixed annuity sales, which the firm identifies as potential conflicts of interest. The firm also recommends Charles Schwab as custodian (observing that using a particular custodian may affect execution) and manages a broad mix of instruments — including exchange‑traded and over‑the‑counter equities, equity options and fixed life/annuity products — which can raise additional implementation and conflict considerations.
Client services
Financial planning
Portfolio management
Expertise
Annuities
General tax planning
Fee options
$0 - $100,000: 1.75% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,000+: 1.00%
Commissions earned from insurance product sales by licensed agents affiliated with the firm
Fee-only: Straight annual asset-based fees as per tiered schedule, negotiable
Main office location
Patriot Advisory Group
1 New Hampshire Avenue, Suite 125
Portsmouth NH 03801, United States
Number of offices
1
Most active in
Patriot Advisory Group has reported serving >5 clients in these states in the last 12 months.
New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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