Seiwell Advisors, LLC is a registered investment advisor based in West Chester, Pennsylvania, providing portfolio management and investment advisory services since 2003. Seiwell Advisors primarily manages investment portfolios on a discretionary basis, meaning the firm makes buying and selling decisions on behalf of clients based on their specific financial goals and risk tolerance. The firm also offers non-discretionary services for clients who want ongoing reviews and personal attention for their investments without granting trading authority. Services are tailored to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. Investment strategies focus on fundamental analysis of individual stocks, bonds, mutual funds, and exchange-traded funds, emphasizing long-term growth and appropriate asset allocation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees are negotiable.