How does Patriot Financial Manager, L.P. help clients? – Key Takeaways:
Patriot Financial Manager, L.P. is a leading financial services firm that specializes in providing expert advice and personalized solutions to clients. With a wealth of experience in the industry, their team of financial experts serves individuals, families, and businesses seeking to achieve their financial goals.
Facts and Insights:
Patriot Financial Manager, L.P. was founded in 2001 and has been in the financial advisory business for over 20 years. The firm is headquartered in New York City and has a strong presence in major financial markets across the country.
As of 2021, Patriot Financial Manager, L.P. has over $10 billion in assets under management. They have a team of highly qualified advisors who are committed to providing top-notch financial guidance and support to their clients. The firm also boasts a high client satisfaction rate with a strong retention rate.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $10 billion | 50+ |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth transfer
- Insurance solutions
- Education planning
- Charitable giving
Client Types:
Patriot Financial Manager, L.P. caters to a diverse range of clients including high-net-worth individuals, business owners, executives, and retirees. They believe in creating customized solutions that meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation:
Patriot Financial Manager, L.P. operates on a fee-based compensation structure, which means that their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with those of their clients, as the more their clients’ assets grow, the more they earn. The firm also discloses all fees and expenses to clients in a transparent manner.
Background:
Patriot Financial Manager, L.P. is a Registered Investment Advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). This means that the firm is held to a fiduciary standard, requiring them to always act in the best interests of their clients. Their team members also hold relevant licenses and certifications, demonstrating their expertise and commitment to providing top-quality financial services.
Financial Advisor Disclosures to Know:
As a registered firm, Patriot Financial Manager, L.P. is required to provide all relevant disclosures to their clients. These disclosures include any potential conflicts of interest, fees and compensation, risks associated with investments, and any disciplinary actions taken against the firm or its advisors. Clients are encouraged to carefully review these disclosures and ask any questions they may have before making any investment decisions.