Kevin Siebert is a CFP-designated registered investment advisor at Atmos Advisory, LLC, based in Pittsburgh, PA, with 18 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 90 clients with $180M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.35% |
| $50M+ | 0.20% |
Atmos Advisory, in its sole discretion, is authorized to reduce its investment management fee based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.). Fees are generally waived for employee accounts.
Fee Estimator
Location
1001 Liberty Avenue, Suite 500, Pittsburgh, PA, 15222
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin works as an Associate at Atmos Advisory LLC (formerly GPWM LLC), providing client service, portfolio management, trading support, and investment-related services. This activity takes up nearly all of Kevin's time.
Employment History
Current Registrations
Atmos Advisory, LLC
Previous Registrations
The Leaders Group, INC.Broker
M Holdings Securities, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.