Courtney Wellar
Courtney Wellar is a registered investment advisor at R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors, based in Dewitt, NY, with 5 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 291 clients with $160M 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 | 2.00% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Standard account fees may be discounted on a case-by-case basis. Fees for amounts above $3,000,000 are negotiable.
Fee Estimator
Location
5784 Widewaters Parkway, First Floor, Dewitt, NY, 13214
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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
Courtney is a sole proprietor attorney providing business and tax consulting services since 2018, dedicating a few hours per week. Courtney is also an Investment Advisor Representative with RS Petrell & Associates LLC, spending nearly full-time hours providing investment advisory services.
Employment History
Current Registrations
R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors
Previous Registrations
Realta Investment Advisors, INC
State Registrations1 state
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
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