Segal Marco Advisors provides consulting and investment services, including non-discretionary investment consulting, discretionary investment management, and services for high-net-worth individuals. Segal Marco Advisors also offers proxy voting and corporate governance services. The firm's clients include employee benefit plans, governmental plans, charities, and high-net-worth individuals. Segal Marco Advisors does not provide financial planning, legal, accounting, or tax advice.
Assets Under Management$38B
Clients120
AdvisorsN/A
Avg. per Client$310M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Segal Marco Advisors offers investment management services to high-net-worth individuals on a limited basis. Fees are individually negotiated and can include fixed fees and/or a percentage of assets.
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