R. Seeger Wealth Management focuses on asset allocation using managed mutual funds, index funds, exchange traded funds, bond funds, and individual bonds. Financial planning is provided if they manage your assets. If you need financial planning without investment management, they will bill you separately. They consider your risk tolerance, age, income, and financial needs when making investment decisions.
Assets Under Management$72M
Clients67
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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