The Patriot Financial Group, Llc
DBA: The Patriot Financial Group Insurance Agency, Llc
55 WEST STREET, Walpole, Massachusetts 02081
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
percentage of the assets held in the Plan (fixed rate or tiered schedule up to 1.25% annually), on an hourly basis (up to $400 per hour), or on a flat rate basis, as negotiated between the Plan and the Advisory Persons. The fee will be payable in advance or in arrears on the frequency (e.g.,
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 1 disclosure on record with the SEC.
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.