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
Brooke Petersen
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
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.