Gregory Mattacola is a CFP-designated registered investment advisor at Strategic Financial Services, based in Rome, NY, with 4 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,277 clients with $2.3B 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 $250K | 1.50% |
| $250K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Strategic may negotiate alternative pricing schedules based on client circumstances. Some legacy clients may have grandfathered pricing schedules.
Fee Estimator
Location
1320 Floyd Avenue, Rome, NY, 13440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory provides legal consulting services to the Town of Westmoreland, dedicating a few hours per week. He also works as an adjunct lecturer for Danelli Partners, lecturing on topics such as conflict resolution and time management.
Employment History
Current Registrations
Strategic Financial Services
State Registrations1 state
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