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How does the advisor help clients – Key Takeaways:
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors offers a wide range of financial services to help clients achieve their financial goals. With a team of highly experienced and knowledgeable advisors, the firm provides personalized strategies and solutions to meet the individual needs of each client. They prioritize building long-term relationships and providing exceptional customer service to ensure that clients reach financial success.
Facts and Insights:
Founded over 20 years ago, R.S. Petrell & Associates, LLC dba Strategic Wealth Advisors has established a strong presence in the financial advisory industry. The firm has an impressive record of success, with a proven track record of helping clients grow and protect their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | 20+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types:
R.S. Petrell & Associates, LLC dba Strategic Wealth Advisors serves a diverse range of clients, including individuals, families, and small business owners. They also offer specialized services for high-net-worth individuals and corporate executives. No matter the client’s financial situation, the firm provides personalized solutions to meet their specific needs.
Fees & Compensation:
The firm charges a fee based on a percentage of assets under management, with rates varying depending on the size and complexity of the client’s portfolio. They do not receive commissions or other compensation from third parties, ensuring that their advice is always in the best interest of the client.
Background:
R.S. Petrell & Associates, LLC dba Strategic Wealth Advisors was founded by Robert S. Petrell, a highly experienced and respected financial advisor with over 30 years of industry experience. The firm has a team of dedicated and knowledgeable advisors who bring a wealth of expertise to the table, creating a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know:
As a registered investment advisor, R.S. Petrell & Associates, LLC dba Strategic Wealth Advisors is held to a fiduciary standard, meaning they are legally obligated to provide advice that is in the best interest of their clients. They have a clean record with no disciplinary actions or regulatory sanctions.