Joseph Petry is a registered investment advisor at Mayfair Financial, LLC, based in Kirkwood, MO, with 5 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 19 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mayfair Financial charges an annual fee ranging from $6,000 to $14,000 for wealth management services, which include both investment management and financial planning. This fee is paid quarterly in arrears and is negotiable depending on your specific circumstances.
Contact
Joseph Petry
Location
Kirkwood, MO
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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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Joseph is an Investment Adviser Representative of Betterman Digital Wealth, Inc., another Registered Investment Adviser, since June 2020. He dedicates a full-time commitment to this role.
Employment History
Current Registrations
Mayfair Financial, LLC
Previous Registrations
Betterman Digital Wealth, INC.
State Registrations2 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.
Exams
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