Pettyjohn, Wood & White provides personalized investment management services for individuals, families, high net worth clients, trusts, estates, and foundations. The firm tailors each portfolio to the client's unique risk profile, objectives, and time horizon. Portfolios typically consist of individual stocks and investment-grade bonds, supplemented with exchange-traded funds or mutual funds when appropriate for diversification and efficiency. Pettyjohn, Wood & White operates on a discretionary basis, meaning the firm makes trades on behalf of the client based on agreed-upon strategies. The firm emphasizes a long-term approach to investing, focusing on capital appreciation and income generation. In addition to investment management, the firm maintains affiliations with local banking and insurance services through its parent organization, though advisory clients are not required to use those affiliated services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees and account minimums are negotiable at the firm's discretion. Multiple accounts for the same family may be aggregated for householding discounts.