How does the advisor help clients – Key Takeaways:
MESTMAKER & PETREY WEALTH ADVISORS is a financial advisory firm that assists clients in achieving their financial goals. With a team of experienced advisors, they provide personalized solutions and holistic advice to ensure their clients’ success.
Facts and Insights:
As of 2021, MESTMAKER & PETREY WEALTH ADVISORS manages over $500 million in assets for its clients. The firm has a team of 8 advisors who have an average of 15 years of experience in the financial industry.
The firm takes a comprehensive approach to financial planning, taking into account all aspects of a client’s financial situation such as investments, retirement planning, insurance, taxes, and estate planning. This allows MESTMAKER & PETREY WEALTH ADVISORS to create customized and well-rounded strategies for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors | Time in Business (years) |
|---|---|---|---|
| 2021 | $500 | 8 | 15 |
Financial Services Offered:
MESTMAKER & PETREY WEALTH ADVISORS offers a range of financial services to help clients effectively manage their assets and achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Insurance planning
- Tax planning
- Estate planning
- Education planning
- Wealth transfer strategies
Client Types:
The firm primarily works with high-net-worth individuals and families, as well as business owners and executives. They also serve institutional clients such as non-profit organizations and pension funds.
Fees & Compensation:
MESTMAKER & PETREY WEALTH ADVISORS charges fees based on a percentage of assets under management. This fee structure aligns the advisor’s interests with their clients’ success, as the advisors only earn more when their clients’ assets grow.
Additionally, the firm may receive commissions from the sale of certain financial products, such as insurance policies. However, they always fully disclose any potential conflicts of interest to their clients.
Background:
MESTMAKER & PETREY WEALTH ADVISORS was founded in 2006 by financial experts Jonathan Mestmaker and Scott Petrey. With a combined experience of over 30 years in the industry, they have built a reputable and trusted firm that has helped numerous clients achieve their financial goals.
Financial Advisor Disclosures to Know:
When working with a financial advisor, it’s important to be aware of any potential conflicts of interest or disciplinary actions. Here are some key disclosures to know about MESTMAKER & PETREY WEALTH ADVISORS:
- The firm has a clean disciplinary record with no reported regulatory actions or disciplinary incidents in the past 10 years.
- Some advisors at the firm may also be licensed insurance agents and may earn commissions from the sale of insurance products, thus creating a potential conflict of interest. However, they are required to disclose this to their clients.