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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
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.