Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$146,704,435
Total clients
228
38% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
76
Average account size
$643,441
$0 - $249,999: 2.00% $250,000 - $499,999: 1.65% $500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000+: negotiable
Commissions are only received on Life Insurance products (a small percentage of compensation).
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
5784 Widewaters Parkway, First Floor
Dewitt NY 13214, United States
Number of offices
1
Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Series 63, Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Series 63, Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
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