The Siekmann Company offers investment advice to retirement plans and, in some cases, manages investment portfolios for individuals, but without the authority to make trades without asking first. They primarily use mutual funds and exchange traded funds. They also provide financial planning and consulting services at an hourly rate, covering areas like cash flow, investments, estate, and tax planning.
Assets Under Management$3.8M
Clients52
Advisors3
Avg. per Client$72K
Avg. per Advisor$1.3M
www.siekmannco.com ·www.linkedin.com/company/the-siekmann-company ·www.instagram.com/siekmannco_columbus
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4M+ | 0.35% |
The firm reserves the right to offer discounts to this schedule on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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