Petros Family Wealth offers investment management and financial planning services to individuals, high net worth individuals, family entities, non-profit organizations, foundations, and businesses/corporations. Petros works with clients to determine their investment objectives and risk profile and develops a customized investment plan. Petros may recommend other professionals, such as accountants and lawyers, which creates a conflict of interest.
Assets Under Management$340M
Clients533
Advisors8
Avg. per Client$640K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.40% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be based on cumulative household assets under management. For investment and portfolio management services Petros provides to certain clients or for specific client holdings (e.g., held-away assets, 529 plans, etc.), we may negotiate a fee rate that differs from our standard fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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