Holmes Pettey
Holmes Pettey is a registered investment advisor at Barnes Pettey Financial Advisors, LLC, based in Clarksdale, MS, with 43 years of industry experience. Holmes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,310 clients with $1.1B 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 | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Barnes Pettey’s policy is to include all related client accounts, specifically the accounts of direct family members sharing the same residence address and can include others that are “householded” for purposes of determining a client’s market value of assets.
Fee Estimator
Location
252 Sunflower Avenue, Clarksdale, MS, 38614
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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 →Other Business Activities
Holmes is an advisor at Barnes Pettey Financial Advisors, LLC, dedicating about half of his time to this role. He is also involved in several other businesses, including Holmes Pettey Inc, JPW Aviation, Mississippi Gamma House Association, PDHK, and Winter Colony, but spends minimal time on each of these.
Employment History
Current Registrations
Barnes Pettey Financial Advisors, LLC
Previous Registrations
Barnes Pettey Financial Advisors
Raymond James Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.