Pettee Investors provides personalized investment management services. They manage accounts on a discretionary or non-discretionary basis, allowing clients to place reasonable restrictions on investments. Pettee Investors stays in close contact with clients to understand their financial situation, objectives, and needs. They focus on regular communication to maintain strong relationships and ensure clients understand their investments.
Assets Under Management$210M
Clients29
Advisors4
Avg. per Client$7.3M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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