Conrad Siegel Investment Advisors provides financial planning, consulting, and investment management services for individuals, retirement plans, trusts, and businesses. The firm offers two main ways for individuals to invest: traditional custom portfolios and Siegel Select Portfolios, which is an automated program utilizing Betterment Securities. For traditional accounts, Conrad Siegel Investment Advisors creates diversified portfolios primarily using mutual funds and exchange-traded funds. The firm also offers financial planning covering retirement, taxes, risk management, education funding, and estate planning. Conrad Siegel Investment Advisors operates as a federally registered investment advisor and acts in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
For individual clients, the annual fee is up to 0.90% of assets under management. Siegel Select Portfolios program charges 0.25% with a $240 minimum annual fee per account. Fees are negotiable based on factors such as anticipated future assets and account composition.
