Conrad Siegel Investment Advisors
Assets Under Management
$9.0B
Number of Clients
497
Number of Advisors
21
Avg. Portfolio per Client
$18.2M
Avg. Managed per Advisor
$430.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Conrad Siegel Investment Advisors (CSIA) offers financial planning, consulting, and investment management services. Financial planning includes retirement, investment, risk management, education, and estate planning. CSIA manages client assets primarily through mutual funds and ETFs. CSIA also offers the Siegel Select Portfolios (SSP) program, which uses Betterment Securities as custodian/broker. CSIA acts as a fiduciary, ensuring client interests come first.
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
Areas of Practice
Location
501 Corporate Circle, Harrisburg, PA, 17110
