Petso Financial Consultants Llc
Boise, Idaho
5.0
10 Reviews
Petso Financial Consultants LLC is a highly reputable local investment advisory firm headquartered in Boise, ID, with a single office. With a team of 5 dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse client base. Known for their exceptional track record, Petso Financial Consultants LLC manages an impressive average of $200,350,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. Notably, around half of their ass...
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Assets Under Mgmt

$1B

Investment Professionals

5

Locations

0

% 401K & Individual

32%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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