Pettyjohn, Wood & White, INC.
Assets Under Management
$853.8M
Number of Clients
561
Number of Advisors
5
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$170.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Pettyjohn, Wood & White provides investment management services, tailoring portfolios to each client's risk profile and objectives. They manage accounts on a discretionary basis, primarily for individuals and families, including high net worth individuals, as well as retirement plans, trusts, estates, and foundations. Portfolios typically include individual stocks and investment-grade fixed income securities, and may include exchange-traded funds or mutual funds.
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% |
In certain circumstances, where a client or family has multiple accounts, the balances are aggregated for the calculation of fees, thereby reducing the overall fee rate when aggregated assets cross tier limits. Minimum account size and fees are negotiable.
Fee Estimator
Areas of Practice
Location
1925 Atherholt Road, Lynchburg, VA, 24501