Edward Pettegrew
Edward Pettegrew is a registered investment advisor at Arena Private Wealth, based in Chicago, IL, with 4 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 86 clients with $140M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
401 N. Michigan Avenue, Suite 610, Chicago, IL, 60611-5584
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
Edward works as a wealth management advisor for Meaden & Moore Financial Services, Ltd and Meaden & Moore Ltd, and also sells insurance products through Avantax Insurance Agency and/or Avantax Insurance Services. He dedicates about half of his time to Meaden & Moore Ltd, about 10-20% of his time to Avantax, and minimal time to fixed indexed annuities sales.
Employment History
Current Registrations
Arena Private Wealth
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Meaden & Moore Financial Services, LTD.
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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.