BB
BB

Brian Blankinship

26 Years of Experience
Lynchburg, VA

Brian Blankinship is a registered investment advisor at Pettyjohn, Wood & White, INC., based in Lynchburg, VA, with 26 years of industry experience. Brian 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
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
586 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1925 Atherholt Road, Lynchburg, VA, 24501

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Pettyjohn, Wood & White, INC.
November 2007 - Present · 18 yrs 11 mos
Previous Registrations
Bb&t Investment Services, INC.
March 2006 - January 2007 · 10 mos
Bb&t Asset Management, INC.
April 2005 - March 2006 · 11 mos
Wachovia Securities, LLC
October 1999 - March 2005 · 5 yrs 5 mos
State Registrations2 states
TXVA
Advisor

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Exams
No exam information available for this advisor.
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