Kristina Petit
Kristina Petit is a registered investment advisor at Dow Family Office Advisory, LLC, based in Falmouth, ME, with 13 years of industry experience. Kristina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range up to 1.25% annually depending on services, asset levels, and relationship complexity. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
358 Us Route One, Falmouth, ME, 04105
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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
Kristina is the VP of Dow Software, LLC, assisting with the development and promotion of software for clients since 2019. She spends a few hours per week on this activity, which is conducted from the branch location and is not investment related.
Employment History
Current Registrations
Dow Family Office Advisory, LLC
Bolton Global CapitalBroker
Bolton Global Asset Management
State Registrations1 state
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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