Steven Treftz is a registered investment advisor at Sei Investments Management CORP, based in Oaks, PA, with 20 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth. Their firm serves 99,622 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIMC charges an annual advisory fee based on the value of your assets held at SEI Private Trust Company (SPTC) or at SPTC and third-party custodians. The maximum advisory fee for taxable accounts is 1.25% and for non-taxable accounts (like retirement accounts) is 2.60%. Fees are negotiable and may be lower based on the amount you invest and the services provided. SIMC may also charge a flat fee for special projects like estate plan reviews.
Location
One Freedom Valley Drive, Oaks, PA, 19456
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sei Investments Management CORP
Previous Registrations
Citigroup Global Markets INC.
Lockwood Financial Services, INC
Lockwood Advisors INC
State Registrations1 state
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