R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors
Strategic Wealth Advisors is a registered investment advisor based in Dewitt, New York, offering portfolio management and financial planning services. The firm emphasizes risk management and custom-tailores investment strategies using institutional mutual funds, such as those from Dimensional Fund Advisors, based on each client's specific time horizon, objectives, and risk tolerance. In addition to investment management, Strategic Wealth Advisors provides access to tax planning, estate planning, and insurance experts for clients needing comprehensive financial guidance. The firm works with individuals, retirement plans, trusts, estates, charitable organizations, and various business entities.
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.