Brian Sly DBA Brian Sly and Company provides investment advice through SEI Corporation's Asset Management Program (AMP). This program uses Modern Portfolio Theory to diversify investments based on a client's risk tolerance and return objectives. SEI manages the program using no-load mutual funds and subcontracts security selection to independent managers. Brian Sly DBA Brian Sly and Company helps clients determine their investment goals, answers questions, and monitors the program's performance.
Assets Under Management$2M
Clients8
Advisors1
Avg. per Client$250K
Avg. per Advisor$2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. There is no minimum account size other than requirements established by SEI Trust.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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