Sebetic Advisors, LLC

Fee-Only (% of Portfolio)

Sebetic Advisors, LLC is a registered investment advisor based in East Williston, New York, managing investment portfolios for individuals, high-net-worth individuals, trusts, and estates. The firm focuses on retirement planning, providing customized portfolios of stocks, bonds, mutual funds, exchange-traded funds, and government securities designed to generate retirement income. Sebetic Advisors manages accounts on a discretionary basis, meaning they make day-to-day trading decisions on behalf of clients based on agreed-upon investment objectives. Clients have the option of paying a standard percentage-based fee on their portfolio value or, for qualified clients, a lower asset-based fee combined with a performance-based fee. The firm utilizes third-party custodians such as Interactive Brokers and Charles Schwab to hold client assets.

Assets Under Management$94M
Clients61
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$94M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Qualified clients may choose an alternative structure of 0.10% plus a performance fee of 1/3 of returns exceeding the S&P 500 ETF. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm