Maurice Seitter
Maurice Seitter is a registered investment advisor at Strategic Advisers LLC, based in West Sacramento, CA, with 18 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
West Sacramento, CA
Get directionsHistory
Regulatory History (1)
Criminal
March 1980Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Foreside Financial Services, LLCBroker
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Loring Ward Securities INC.Broker
Aon Hewitt Financial Advisors, LLC
Hewitt Financial Services LLC
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E*trade Securities LLCBroker
State Registrations53 states
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