Petra Financial Advisors offers financial planning and investment management services. Financial planning includes cash flow management, tax planning, risk management, education funding, retirement planning, and estate planning. Investment management services are tailored to client goals and risk tolerance. Petra may recommend other professionals like lawyers or accountants.
Fee Structure
Petra Financial Advisors manages investments as part of their Lifetime Financial Planning service or as a standalone Investment Management Service. Fees range from 0.40% to 2.00% of the value of your investments, and the percentage decreases as the account size increases. Fees are paid quarterly in advance, or monthly in arrears for clients using the SEI Platform. Petra may reduce its investment management fee at its discretion.