R. Seeger Wealth Management is a registered investment advisor based in Lindenhurst, New York, providing portfolio management and financial planning services. Founded in 2010, R. Seeger Wealth Management concentrates on asset allocation utilizing exchange-traded funds, mutual funds, bond funds, and individual bonds. The firm tailors advisory services to each client's specific risk tolerance, age, income, financial needs, liquidity, investable assets, and net worth. Financial planning is included for clients with portfolios managed by R. Seeger Wealth Management, while standalone planning is available for an hourly fee. R. Seeger Wealth Management acts as portfolio manager and sponsor of a bundled fee program through Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $1.8M | 1.00% |
| $1.8M - $4.0M | 0.75% |
| $4M+ | 0.60% |
Fees are negotiable and clients can combine related accounts for fee purposes.