Petix & Botte Financial

Petix & Botte Financial is a registered investment adviser based in La Mesa, CA, owned by Andrew Williams and Vickie Petix. Established in 2014, the firm offers asset management services, creating tailored portfolios of various securities. They also provide financial planning and consulting services covering areas such as investment, retirement, estate, and tax planning. The firm may utilize LPL Financial-sponsored programs like Optimum Market Portfolios and Model Wealth Portfolios. For asset management, fees range from 0.85% to 2.00% annually based on assets under management. Financial planning services are charged hourly or with flat fees ranging from $500 to $3,000. The firm does not accept performance-based fees and acts as a fiduciary, committed to acting in the best interests of clients. Investment strategies include long-term purchases and margin transactions. Petix & Botte Financial does not accept proxy authority to vote client securities and does not provide financial information in the brochure due to financial stability. Clients receive quarterly account statements directly from custodians. The firm does not offer wrap fee programs and does not provide cash or non-cash compensation for client referrals. Petix & Botte Financial does not receive client brokerage commissions for research or services and does not allow client-directed brokerage.