Pettyjohn, Wood & White provides investment management services, tailoring portfolios to each client's risk profile and objectives. They manage accounts on a discretionary basis, primarily for individuals and families, including high net worth individuals, as well as retirement plans, trusts, estates, and foundations. Portfolios typically include individual stocks and investment-grade fixed income securities, and may include exchange-traded funds or mutual funds.
Assets Under Management$850M
Clients561
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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