Fee-Based Financial Planning

and Investment Management

At Patriot Asset Advisors, we don’t agree with the common Wall Street practice of sales commissions and hidden charges.  To us, that’s the opposite of what a financial advisor should provide.

We believe you deserve pricing that’s transparent and easy to understand.  That’s why we are compensated with fees, not commissions.  Plus, you’ll always receive a written price quote before any work begins so you’ll know exactly how much our services cost. 

We also offer something unusual, and that’s an affordable comprehensive financial plan. 

The $549 Financial Plan

There’s nothing easy about hiring or switching financial advisors, but many firms require you to start an account to just try the service out.  And often that account requires a very high minimum balance. 

Many of these same firms then charge in the range of $2,000 to $5,000 for a comprehensive financial plan.  That’s a big investment when you’re not even sure the advisor is right for you.

To make working with us easier, we offer a high quality financial plan for just $549.  That’s a flat fee with no strings attached.  And it’s not just a simple automated plan, it’s a true comprehensive financial plan prepared by one of our specialists using in-depth, sophisticated financial planning software. 

With this service you’ll get a valuable second opinion on your financial situation and if you’re prepared to retire when you’d like.  Then you’ll get a clear roadmap of what you need to do to stay on track to achieve your goals. 

A Plan That Grows With You

This financial plan is not just a one-time snapshot.  You will also receive free, ongoing access to your plan online through a secure financial dashboard.  There you can enter adjustments or model possibilities, such as how buying a second home might impact your future. 

It’s a valuable second opinion on its own, and in the process you can find out if Patriot can help you achieve your goals. 

If we can help and it’s a mutual fit, then it’s easy to move forward.  If it’s not a fit, you’ll still walk away with new insightson how to improve your financial future. 

There’s absolutely no further obligation and no pressure. 

Fee-Based Investment Management

Our fees for ongoing investment management and financial planning are also straightforward; you’ll simply pay a small percentage fee based on the assets we manage. 

The fee structure is clear, easy to understand and includes comprehensive services and support:

Once we’re working together, you’ll receive unlimited support.  That means you can call, email or come in for a meeting anytime you have a question or could use some feedback on a financial decision. 

Frequently Asked Questions

No. We work on a month to month basis, so there is no long term commitment required. You may cancel at any time with 30 days’ notice.

For most accounts, the advisory fee is deducted monthly.

No. Questions and support is unlimited and included. Our goal is to help you avoid money mistakes that are easy to make when you’re busy, so we encourage you to call or email us if we can help.

Yes. Our service is structured to assist those with $250,000 or more to invest.

Yes, our firm provides fiduciary advice, meaning we’re required to put your interests before ours.

No. These services are included in your investment management fee. Although please note, we do not provide legal services, so once we work with you on general strategies and ideas, you will need an attorney to complete the legal drafting. Of course, we’re happy to work with you and your chosen professional to make sure everything is completed and implemented successfully. Or we’re happy to recommend a vetted professional from our network to help you complete the legal end of the process.

We understand that hiring or changing financial advisors is a big undertaking. That’s one reason we provide a free up front meeting, which is complimentary.

You can also take advantage of our $549 Financial Plan. This is a true, comprehensive financial plan that at a minimum will serve as a valuable second opinion to the service you’re currently getting.

At the same time, you can get a feel for our service. Either way, there’s no pressure or obligation. It’s simply an efficient way for our firm to find clients that are the best fit for our services.