Patriot Advisory puts our clients’ needs above everything else by being loyal, dedicated and focused on customer service. Our process is a 5-step process that honors you and provides high yield results.
- We always begin with an initial, free phone consultation.
- After this consultation, you get to do a little homework first, by pulling some documents together, filling out some forms, and scheduling a Discovery Session with Mark.
- You meet with Mark for about 2 hours.
- During this session, Mark will review your completed Discovery Questionnaire and discuss options he’s identified as potential strategies for you, customized to you and your unique circumstances.
- This dynamic meeting helps identify financial strategies that fit you best, arming you with everything you need to confidently make decisions to advance your financial goals.
Contact us and receive any of the following financial services at $250 each:
- Budgeting and Cash flow analysis
- Education Planning
- Retirement Planning
- Individual Investment Analysis
- Estate Planning
- Social Security Benefits Analysis
Contact us and receive a full financial plan for approximately $800.
Patriot Advisory Group’s fee structure is fair and based on total client annual investments:
|$0 – 100,000||1.75%|
|$100,001 – 500,000||1.50%|
|$500,001 – 1,000,000||1.25%|
- If you are a woman, in the middle of a divorce, Patriot Advisory Group offers you financial planning at no charge.
- Or, if you are a registered nurse, you also receive financial planning at no charge (in honor of Mark Berube’s mother).
- Finally, if you find yourself in difficult financial circumstances and want advice…