Gregory Tedone is a registered investment advisor at Strategic Financial Services, based in Utica, NY, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,277 clients with $2.3B 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 | 1.50% |
| $250K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Strategic may negotiate alternative pricing schedules based on client circumstances. Some legacy clients may have grandfathered pricing schedules.
Fee Estimator
Location
114 Business Park Drive, Utica, NY, 13502
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 →Employment History
Current Registrations
Strategic Financial Services
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Qci Asset Management INC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Manning & Napier Advisors, LLC
Manning & Napier Advisory Advantage Company, LLC
Manning & Napier Investor 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.