Barnes Pettey Financial Advisors, LLC is a reputable investment advisory firm operating out of Clarksdale, Mississippi. With a strong local presence, they have established seven offices across the region. The firm boasts a dedicated team of 18 professionals, with 10 specifically focused on providing top-notch investment advisory services.
As a well-established player in the industry, Barnes Pettey Financial Advisors, LLC manages an impressive average of approximately $96,520,000 in assets under management per investment advisor, aligning closely with the industry standard. Their compensation structure is flexible, offering clients a range of options such as a percentage of assets under management, hourly charges, and fixed fees.
While they handle less than 30% of their assets under management in 401K and individual accounts, Barnes Pettey Financial Advisors, LLC demonstrates the capacity to effectively manage employer funds. Notably, an impressive 92% of the assets they manage are under their discretion, showcasing their expertise in making informed investment decisions.
The firm takes pride in serving a diverse clientele, with over 1,520 individual clients entrusting them with their financial well-being. In total, Barnes Pettey Financial Advisors, LLC manages a substantial portfolio, amounting to over $965,199,000 in assets under management.
Gerald Smith, Andrew Yee, and Richard Devoe are among the firm's longest-tenured advisors, exemplifying the depth of experience and stability at Barnes Pettey Financial Advisors, LLC. Their commitment to delivering personalized and expert financial advice has solidified their position as a trusted partner for individuals seeking comprehensive investment guidance in the Clarksdale area and beyond.