Marybeth Petrell
Marybeth Petrell is a registered investment advisor at R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors, based in Dewitt, NY, with 32 years of industry experience. Marybeth 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 - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees above $3,000,000 are negotiable.
Fee Estimator
Location
5784 Widewaters Parkway, First Floor, Dewitt, NY, 13214
Get directionsHistory
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
Marybeth is an owner and CCO of Strategic Wealth Advisors, and an investment advisory representative. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors
Previous Registrations
Realta Equities, INC.Broker
Ridgeway & Conger, INC.Broker
Leigh Baldwin & CO., LLCBroker
Quick & Reilly, INC.Broker
Marine Midland Securities, INC.Broker
Cigna Financial Advisors,inc.Broker
Leigh D. Baldwin & CO., INC.Broker
Shearman, Ralston INC.Broker
Dean Witter Reynolds INC.Broker
Palm Beach Financial, INC.Broker
Corley Financial Services, INC.Broker
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.