Petra Wealth Management offers investment management and financial planning services. Investment management involves managing client funds based on their individual needs and goals, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow management, college savings, retirement planning, tax strategies, and estate planning. Petra Wealth Management acts as a fee-only firm, receiving compensation solely from clients.
Assets Under Management$4.1M
Clients17
Advisors1
Avg. per Client$240K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and may be reduced for combined household accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...