Pettinga Financial Advisors manages investment portfolios and provides personalized financial planning for individuals, families, trusts, estates, and retirement plans. Pettinga tailors its investment strategies to each client's goals, risk tolerance, and tax position, utilizing mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments. For some portfolios, Pettinga uses model portfolios supported by BlackRock. Basic financial planning is included with investment management services, covering retirement, estate planning, insurance, college funding, and investment allocation. Pettinga also offers more complex financial planning for a separate fee. The firm primarily serves high net worth individuals and operates as an indirect subsidiary of Focus Financial Partners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable and the firm may elect to charge a flat fee in certain circumstances.