Petrie Capital Management provides investment management and financial planning services. For investment management, they create portfolios using various securities, tailored to the client's needs and goals. Financial planning covers areas like retirement, education, and debt analysis. Financial planning is included as part of asset management, not as a separate service.
Assets Under Management$110M
Clients48
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Standard annual asset-based fee. Qualified clients may pay 0.50% plus a performance fee. Fees are negotiable and may be discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...