Yves Siegel is a CFA-designated registered investment advisor at Siegel Asset Management Partners, based in Plainview, NY, with 40 years of industry experience. Yves operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable.
Fee Estimator
Location
Plainview, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yves is a board member for One Gas Inc., a regulated natural gas utility, since July 2024. Yves dedicates a few hours per week to representing shareholders, overseeing management, and assisting with strategic planning and risk management.
Employment History
Current Registrations
Siegel Asset Management Partners
Previous Registrations
Neuberger Berman Management LLCBroker
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Credit Suisse Securities (USA) LLCBroker
Wachovia Capital Markets, LLCBroker
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations2 states
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