Tara Mashack-Behney
Tara Mashack-Behney is a CFP, ChFC-designated registered investment advisor at Conrad Siegel Investment Advisors, based in Harrisburg, PA, with 23 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 516 clients with $10B in assets under management.
Compensation
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Fee Structure
CSIA provides investment management services for an annual fee based on a percentage of the value of your investments. This fee does not include brokerage commissions or transaction fees. The annual fee for individual clients can be up to 0.90%. For the Pooled Employer Plan the fee is 0.35%. The fee is charged quarterly, based on the value of your investments at the end of the previous quarter. CSIA may also charge up to $3,000 for managing investments not on their recommended list.
CSIA also offers investment management through Siegel Select Portfolios (SSP) with a 0.25% annual fee, subject to a $240 minimum per account. Betterment charges an additional wrap fee ranging from 0.12% to 0.25%.
Location
501 Corporate Circle, Harrisburg, PA, 17110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Conrad Siegel Investment Advisors
State Registrations2 states
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