Alexander Pettee is a CFA-designated registered investment advisor at Pettee Investors INC, based in Rowayton, CT, with 9 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on a client-by-client basis based on size, complexity, and nature of services provided. Family accounts may be combined for fee computation.
Fee Estimator
Location
137 Rowayton Avenue, Suite 430, Rowayton, CT, 06853
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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.
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Alexander is the Founder, President, and Investment Adviser Representative of Hoya Capital Real Estate, LLC, a Registered Investment Adviser. This activity takes nearly full-time hours.
Employment History
Current Registrations
Pettee Investors INC
Hoya Capital Real Estate, LLC
State Registrations1 state
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