Petredis Investment Advisors (PIA) offers investment management and financial planning services to individuals, high net worth individuals, retirement plans, and businesses. PIA works with clients to understand their financial goals and risk tolerance, then develops a customized investment plan. PIA manages portfolios on a discretionary and non-discretionary basis, primarily using stocks, bonds, ETFs, and mutual funds. PIA also offers financial planning and consulting services covering cash flow, risk management, estate planning, retirement planning, tax planning, and insurance review.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees may be based on cumulative household assets under management. Existing clients may be grandfathered and charged according to their existing fee rate. For certain clients or specific client holdings, PIA may negotiate a fee rate that differs from the standard fee.