MESTMAKER & PETREY WEALTH ADVISORS
Bakersfield, California
5.0
2 Reviews
Mestmaker & Petrey Wealth Advisors is a reputable investment advisory firm based in Bakersfield, CA. With two offices, they offer comprehensive investment advisory services to a diverse clientele. Boasting a team of three highly skilled professionals, Mestmaker & Petrey Wealth Advisors consistently deliver top-notch financial guidance and management. With an impressive average of approximately $31,330,000 in assets under management per investment advisor, their expertise has attracted a substantial client base. Mestmaker & Petrey Wealth Advisors' compensation structure is designed to align their interests with their clients', of...
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Assets Under Mgmt

$94M

Investment Professionals

3

Locations

1

% 401K & Individual

57%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Publication of periodicals or newsletters
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