Kathleen Graves is a registered investment advisor at Pettyjohn, Wood & White, INC., based in Lynchburg, VA, with 39 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 586 clients with $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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees and account minimums are negotiable at the firm's discretion. Multiple accounts for the same family may be aggregated for householding discounts.
Fee Estimator
Location
1925 Atherholt Road, Lynchburg, VA, 24501
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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 →Employment History
Current Registrations
Pettyjohn, Wood & White, INC.
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Suntrust Investment Services, INC.
Davidson & Garrard INC
Bb&t Investment Services, INC.Broker
One Valley Securities CorporationBroker
Wheat, First Securities, INC.Broker
Crestar Securities CorporationBroker
Scott & Stringfellow, INC.Broker
State Registrations1 state
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.
Exams
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