Pettus & Dawkins Financial Group (PDFG) provides ongoing portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. PDFG also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. PDFG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, treasury inflation protected/inflation linked bonds and private placements.
Assets Under Management$12M
Clients40
Advisors1
Avg. per Client$310K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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