Sheila Pettee is a CFA-designated registered investment advisor at Hoya Capital Real Estate, LLC, based in Rowayton, CT, with 35 years of industry experience. Sheila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 12 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hoya Capital's annual fees for managing individual accounts are based on a percentage of the assets they manage. The specific fee is negotiated with each client and may vary based on the complexity and scope of responsibilities. The fee is calculated and paid quarterly, based on the value of the account at the end of each quarter. Hoya Capital does not charge an advisory fee on client assets invested in ETFs where Hoya Capital also serves as the advisor.
Location
137 Rowayton Avenue, Suite 4, Rowayton, CT, 06853
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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.
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Sheila is the President and CCO of Pettee Investors, Inc., an investment advisory firm. This role takes nearly all of Sheila's time.
Employment History
Current Registrations
Hoya Capital Real Estate, LLC
Pettee Investors INC
Previous Registrations
Pettee Investors INC
State Registrations1 state
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