Patriot Investment Management Group Inc

Patriot Investment Management Group, Inc. is a registered investment adviser based in Knoxville, TN, established in 1998. The firm offers personalized portfolio management, financial planning, and pension consulting services. For portfolio management, clients can opt for discretionary or non-discretionary services, with a minimum initial investment of $50,000 and fees ranging from 0.75% to 1.50% based on assets under management. Financial planning services are available on an hourly fee basis of $300 or a fixed fee ranging from $500 to $3,000. The firm may recommend third-party asset managers based on clients' financial needs and objectives. Clients have investment discretion options, with the firm providing discretionary management services for certain retirement accounts through a web-based platform. The firm does not accept performance-based fees or engage in side-by-side management. Patriot Investment Management Group, Inc. does not have any reportable disciplinary information and acts as a fiduciary in clients' best interests. Clients receive account statements from the custodian holding their assets and can request account reviews annually. The firm does not vote proxies on behalf of clients and maintains client privacy and data security.