Tracy Burke is a CFP, ChFC-designated registered investment advisor at Conrad Siegel Investment Advisors, based in Harrisburg, PA, with 17 years of industry experience. Tracy 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%.
Contact
Tracy Burke
Location
501 Corporate Circle, Harrisburg, PA, 17110
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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.
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