Peyton Pettus
Peyton Pettus is a registered investment advisor at State Farm Investment Management CORP., based in Monroe, GA, with 23 years of industry experience. Peyton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
110 N Broad St, Monroe, GA, 30655
Get directionsHistory
Regulatory History (2)
Regulatory
August 2018Employment Separation After Allegations
February 2017Other Business ActivitiesSells Insurance
Peyton is a board member of the Community Foundation of South Lake, owner/agent of Peyton Pettus's Insurance Agency (State Farm), owner/president of Pettus Rentals LLC, and his wife is president/CEO of ROAM Custom Travel LLC. Peyton dedicates about half of his time to his insurance agency.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations8 states
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