Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
For individual clients, the fee ranges up to 0.90%. For the Pooled Employer Plan the fee is 0.35%. Defined Benefit Plan Clients: First $5,000,000: 0.30%, Next $10,000,000: 0.15%, Next $35,000,000: 0.10%, Remaining assets above $50,000,000: 0.05%. Defined Contribution Plan Clients: First $5,000,000: 0.40%, Remaining assets above $5,000,000: 0.10%. Corporate and Endowments Clients: First $1,000,000: 0.60%, Next $2,000,000: 0.40%, Next $2,000,000: 0.20%, Next $5,000,000: 0.15%, Remaining assets above $10,000,000: 0.10%.
Fee Estimator
Contact
Tracy Burke
Location
501 Corporate Circle, Harrisburg, PA, 17110
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 →Employment History
Current Registrations
Conrad Siegel Investment Advisors
Previous Registrations
Lincoln Financial Advisors Corporation
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.
Exams