Patrick Cote
AssetGrade · Boston, Massachusetts
Patrick Cote is a fee-only financial advisor at AssetGrade in Boston, Massachusetts, who holds the CFP and CFA credentials. Patrick charges a percentage of assets (1% a year on the first tier of assets managed and a $750,000 asset minimum) and focuses on small business owners and tax planning.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- High earners
- Mid-life transitions
Facts
| Firm | AssetGrade |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $750,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $337.7M across 739 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in GA, MA · CRD 5189191 |
| Exams passed | Series 63 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.assetgrade.com |
Request an introduction to Patrick
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Questions about Patrick
Is Patrick Cote a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and AssetGrade reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick charges a percentage of assets.
How much does Patrick charge?
According to AssetGrade's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $750,000 asset minimum.
Does Patrick work with clients virtually?
Yes. AssetGrade says on its website that it works with clients remotely.
Where is Patrick Cote based?
Patrick Cote is based in Boston, Massachusetts.
What does Patrick specialize in?
Patrick's specialties include small business owners and tax planning. Patrick works with HENRY (High Earners, Not Rich Yet), executives, founders, high earners and mid-life transitions.
What credentials does Patrick Cote hold?
Patrick Cote holds the CFP and CFA credentials.
Is Patrick Cote registered with the SEC?
Yes. Patrick Cote is registered as an investment adviser representative in GA and MA (CRD 5189191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AssetGrade manage?
AssetGrade reports $337.7M across 739 accounts in assets under management.
How do I contact Patrick Cote?
Through Patrick's website, www.assetgrade.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- AssetGrade website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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