MS
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Michael Siebecker

23 Years of Experience
Conshohocken, PA
1 DisclosureBroker

Michael Siebecker is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 23 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
465 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

161 Washington St, Suite 1111, Conshohocken, PA, 19428

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009
Denied
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
November 2018 - Present · 7 yrs 11 mos
Hornor, Townsend & Kent, LLC
August 2018 - Present · 8 yrs 2 mos
Hornor, Townsend & Kent, LLCBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Coastal Equities, INC.Broker
August 2017 - August 2018 · 1 yr
Hornor, Townsend & Kent, INC.
March 2007 - April 2017 · 10 yrs 1 mo
Hornor, Townsend & Kent, INC.Broker
February 2007 - April 2017 · 10 yrs 2 mos
Suntrust Investment Services, INC.
March 2005 - February 2007 · 1 yr 11 mos
Suntrust Investment Services, INC.Broker
March 2005 - February 2007 · 1 yr 11 mos
AXA Advisors, LLC
October 2002 - March 2005 · 2 yrs 5 mos
AXA Advisors, LLCBroker
October 2002 - March 2005 · 2 yrs 5 mos
State Registrations2 states
FLPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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