Pettee Investors INC
Assets Under Management
$211.9M
Number of Clients
29
Number of Advisors
4
Avg. Portfolio per Client
$7.3M
Avg. Managed per Advisor
$53.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
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
Areas of Practice
Location
137 Rowayton Avenue, Suite 430, Rowayton, CT, 06853