AP
AP
Albert Pettibone
33 Years of Experience
Hannibal, MO
2 Disclosures
Albert Pettibone is a registered investment advisor at Pettibone Wealth Management, LLC, based in Hannibal, MO, with 33 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $27M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
46 clients
Average Client Portfolio
$585K average
Assets Under Management
$26.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Annual fees are negotiable provided there is a written agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2801D St. Mary'S Avenue, Hannibal, MO, 63401
Get directionsHistory
Regulatory History (2)
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Criminal
June 2006Final Disposition
Customer Dispute
March 2004Denied
Employment History
Current Registrations
Pettibone Wealth Management, LLC
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Wachovia Securities, LLCBroker
January 2008 - April 2008 · 3 mos
A. G. Edwards & Sons, INC.Broker
October 2003 - January 2008 · 4 yrs 3 mos
Raymond James Financial Services
August 1999 - October 2003 · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 1999 - October 2003 · 4 yrs 9 mos
Robert Thomas Securities, INCBroker
November 1997 - January 1999 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
June 1995 - November 1997 · 2 yrs 5 mos
Edward D. Jones & CO., L.P.Broker
May 1993 - June 1995 · 2 yrs 1 mo
Graystone Nash, INC.Broker
October 1986 - July 1987 · 9 mos
State Registrations2 states
ILMO
Advisor
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
No exam information available for this advisor.