Pettinga Financial Advisors offers investment management services, typically on a discretionary basis, to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, foundations, and businesses. Financial advisors work with clients to understand their goals, risk tolerance, and tax situation to allocate investments. Pettinga also offers financial planning services, including retirement, estate, and insurance planning, for a separate fee. They also provide investment management and advisory services to ERISA retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable on a client-by-client basis. The firm may elect to charge a flat fee in certain circumstances. Investment management service fees are waived for Pettinga employees and are often waived or discounted for certain family members or friends of employees.