Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for the APM program is 2.50%, billed quarterly in advance. Fees are negotiable at the discretion of RIA or the Financial Advisor. Clients may incur additional costs such as mutual fund internal management fees. Clients can terminate their agreement with written notice, and unearned fees will be refunded.
Areas of Practice
Advisor Information
Office location
5784 Widewaters Parkway, DeWitt, NY, 13214
Get directionsRegulatory 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.
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Courtney is a sole proprietor attorney providing business and tax consulting services since 2018, dedicating a few hours per week. Courtney is also an Investment Advisor Representative with RS Petrell & Associates LLC, spending nearly full-time hours providing investment advisory services.