TrueAdvisor
TrueAdvisor
IB
IB

Ignacio Bartolomei

Strategic Advisers LLC
28 Years of Experience
Orlando, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Ignacio Bartolomei is a registered investment advisor at Strategic Advisers LLC, based in Orlando, FL, with 28 years of industry experience. Ignacio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Orlando, FL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
August 2021 - Present · 5 yrs 2 mos
Fidelity Brokerage Services LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2021 - March 2025 · 3 yrs 6 mos
PNC Investments
May 2019 - May 2021 · 2 yrs
PNC InvestmentsBroker
May 2019 - May 2021 · 2 yrs
PNC InvestmentsBroker
June 2018 - November 2018 · 5 mos
PNC Investments
June 2018 - November 2018 · 5 mos
Wells Fargo Clearing Services, LLC
December 2015 - December 2017 · 2 yrs
Wells Fargo Clearing Services, LLCBroker
November 2015 - December 2017 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - December 2015 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - December 2015 · 7 yrs 10 mos
Bartolomei Capital, LLC
May 2006 - February 2008 · 1 yr 9 mos
CBIZ Financial Solutions, INC.
September 2004 - June 2006 · 1 yr 9 mos
CBIZ Financial Solutions, INC.Broker
August 2004 - June 2006 · 1 yr 10 mos
Charles Schwab & CO., INC.
April 2003 - June 2004 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
March 1997 - June 2004 · 7 yrs 3 mos
State Registrations5 states
FLMATXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Orlando, FL →All financial advisors in Florida →