How does the advisor help clients – Key Takeaways:
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS is a full-service financial advisory firm that specializes in helping clients plan for their financial future. The firm’s team of experienced advisors offers personalized financial solutions to help clients achieve their goals and secure their financial well-being.
Facts and Insights
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS has been in business for over 10 years and has built a strong reputation for providing excellent financial advice and services. The firm is known for its commitment to integrity, transparency, and putting the client’s interests first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $100 million (as of 2020) |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
Client Types
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS works with a diverse range of clients, including:
- Individuals and families
- Business owners
- High net worth individuals
- Retirees
Fees & Compensation
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS is a fee-only firm, which means the advisors do not receive commissions for the products they recommend. Instead, clients pay a percentage of their assets under management as a management fee. This fee structure aligns the interests of the firm with those of the clients, ensuring the advisors’ recommendations are always in the best interest of the client.
Background
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS was founded by Robert S. Petrell, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry. Under Robert’s leadership, the firm has grown to become one of the most reputable financial advisory firms in the area. The firm’s team of advisors includes experts with various backgrounds and specialties, offering clients a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS prides itself on its transparency and commitment to acting in the best interest of its clients. As a fiduciary, the firm is legally obligated to always act in the client’s best interest. Furthermore, the firm has a clean regulatory record and has not faced any disciplinary actions or sanctions.