R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors
Fee-Only (% of Portfolio)
Strategic Wealth Advisors provides financial planning and portfolio management, focusing on managing risk. They offer access to tax, estate planning, and insurance experts. Each client completes an Investment Policy Statement to create a custom investment plan. Strategic Wealth Advisors uses Institutional Mutual Funds across various asset classes to create diversified portfolios.
Assets Under Management$160M
Clients291
Advisors3
Avg. per Client$550K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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