Kathleen Graves is a registered investment advisor at Pettyjohn, Wood & White, INC., based in Lynchburg, VA, with 38 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 561 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
In certain circumstances, where a client or family has multiple accounts, the balances are aggregated for the calculation of fees, thereby reducing the overall fee rate when aggregated assets cross tier limits. Minimum account size and fees are negotiable.
Fee Estimator
Location
1925 Atherholt Road, Lynchburg, VA, 24501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pettyjohn, Wood & White, INC.
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Suntrust Investment Services, INC.
Davidson & Garrard INC
Bb&t Investment Services, INC.Broker
One Valley Securities CorporationBroker
Wheat, First Securities, INC.Broker
Crestar Securities CorporationBroker
Scott & Stringfellow, INC.Broker
State Registrations1 state
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