Sebold Capital Management is a registered investment advisor founded in 1998, based in Lisle, Illinois. The firm offers comprehensive wealth management, investment management, business succession planning, and financial planning services. Sebold Capital Management focuses on serving high-net-worth individuals, families, trusts, estates, and family businesses. Their approach includes strategic asset allocation, fundamental analysis, and ongoing portfolio monitoring. The firm operates on a fee-only basis, meaning they are compensated solely through direct fees paid by clients and do not accept commissions, referral fees, or product sales compensation. In addition to core services, Sebold Capital Management offers access to separately managed account programs through independent third-party managers. The firm emphasizes a commitment to acting in the best interest of clients through a fiduciary standard.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are not negotiable. Subject to a minimum quarterly billing fee of $5,250.
