Steven Seidl
Steven Seidl is a CFP-designated registered investment advisor at Fifth Third Securities, INC., based in Cincinnati, OH, with 37 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
38 Fountain Square Plaza, Cincinnati, OH, 45202
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Steven owns Big Fish Farms, an American Paddlefish farming/aquaculture business, and SPS Capital LLC, a rental property. He dedicates minimal time to each of these activities, and they are not investment-related.
Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Previous Registrations
Fifth Third Securities, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.