Advisor at Pettibone Wealth Management, LLC
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Firm
Pettibone Wealth Management, LLC
Location
Hannibal, MO 63401
Credentials
Series 63, Series 65
Industry experience
33 years
Albert Pettibone is a financial advisor at Pettibone Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pettibone Wealth Management since 2008. Pettibone Wealth Management provides discretionary and non-discretionary investment management services to individuals, trusts, small businesses, and employee retirement plans. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing institutional research and a combination of long-term and tactical strategies.
Based on Pettibone Wealth Management, LLC
Based on Pettibone Wealth Management, LLC
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.75%
Account minimum: $250,000
2801 D St. Mary's Avenue
Hannibal, MO 63401
Illinois · Missouri
Pettibone Wealth Management, LLC
2008 - Present (18 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
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