Jacky Petit-Homme
Jacky Petit-Homme is a CFP-designated registered investment advisor at Liberty One Wealth Advisors, based in Philadelphia, PA, with 12 years of industry experience. Jacky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 236 clients with $180M 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 | 1.50% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.70% |
| $15M+ | 0.70% |
Fees are negotiable for accounts over $15,000,001.
Fee Estimator
Location
2001 Market St., Suite 2500, Philadelphia, PA, 19103
Get directionsHistory
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 ActivitiesSells Insurance
Jacky owns rental property and is an advisory board member for Big Brothers Big Sisters. Jacky is also a Managing Director at Liberty One Private Risk, providing insurance solutions to clients, dedicating a few hours per week.
Employment History
Current Registrations
Liberty One Wealth Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
PFS Investments INC.Broker
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.