Petix & Botte Financial provides investment advice and financial planning to individuals, families, and other clients. Services include creating and managing investment portfolios, and financial planning covering areas like retirement, estate, tax, and education. For investment management, portfolios are tailored to client needs and rebalanced periodically. Financial planning involves creating a financial plan or consultation based on client goals.
Fee Structure
Petix & Botte Financial charges a percentage of your portfolio annually for investment management services. The exact percentage depends on the size of your portfolio and the complexity of your situation.
- For the first $250,000 the fee ranges from 0.85% to 2.00% per year.
- For amounts above $250,000 the fee ranges from 0.25% to 1.50% per year.
The specific fee will be listed in your advisory agreement. Fees are billed quarterly, in advance, based on the value of your account at the end of the previous quarter.