Scott Ratajczak is a registered investment advisor at Strategic Advisers LLC, based in Wyncote, PA, with 17 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Wyncote, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott is a referral agent for Weichert Referral Associates Co., Inc., referring friends and family who need a real estate agent. This investment-related activity takes minimal time.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Thrive Capital Management, LLC
Cornerstone Planning Group
Eagle Strategies LLC
Nylife Securities LLCBroker
Santander Securities
Santander Securities LLCBroker
Aegis Capital CORP.
Aegis Capital CORP.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Alexander Capital, L.P.Broker
Garden State Securities, INC.Broker
The Concord Equity Group, LLCBroker
J.P. Turner & Company, L.L.C.Broker
State Registrations53 states
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.