Daniel Petrey
Daniel Petrey is a registered investment advisor at Mestmaker & Petrey Wealth Advisors, based in Bakersfield, CA, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 345 clients with $190M 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 $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.65% |
Advisory fees may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Location
2000 Oak Street, Suite 100, Bakersfield, CA, 93301
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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 →Other Business Activities
Daniel is a co-owner of S.U.G. Inc., a real estate holding company. This activity is not investment-related.
Employment History
Current Registrations
Mestmaker & Petrey Wealth Advisors
Previous Registrations
Mestmaker & Petrey Wealth Advisors
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations2 states
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