Patriot Advisory Group

Patriot Advisory Group is a state‑registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, and individually owned trusts. It primarily manages retirement and non‑retirement brokerage accounts and charges asset‑based advisory fees (with financial planning available on an hourly basis); the firm does not impose an account minimum.

The firm manages client assets on a discretionary basis using a mix of charting, fundamental and technical analysis and employs long‑term, short‑term and trading strategies as appropriate to client objectives and risk tolerance. Client portfolios may include a broad set of asset categories — cash equivalents, ETFs and mutual funds, over‑the‑counter equities, equity options, and fixed life/annuity products — and the firm aggregates block trades through its custodian when feasible.

Notable operational features include a custodial relationship with Charles Schwab that the firm generally requires if a client implements a plan through the adviser, and the adviser’s status as a licensed insurance agent who may sell life, long‑term care or fixed annuity products and earn commissions on those sales (a disclosed conflict of interest). The firm also does not vote client proxies and provides written pre‑authorizations for fee deductions from client accounts, which are specific practices prospective clients may want to review.