Seiler & Associates offers investment management using asset class investing with low-cost mutual funds and ETFs, focusing on diversification and rebalancing. They also provide financial planning to help clients achieve goals like retirement, education funding, and estate planning. The firm works with individuals, families, and small businesses.
Assets Under Management$60M
Clients64
Advisors1
Avg. per Client$930K
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $650K | 1.00% |
| $650K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.66% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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