Siebert AdvisorNXT offers investment strategies for various market conditions. Clients can have Siebert manage their assets, choosing from strategies using fundamental and technical analysis. Siebert allocates investments among mutual funds, exchange-traded funds, individual securities, and independent managers. The firm also offers AdvisorNXT, a web-based automated wealth management platform. Clients work with financial advisors to determine risk tolerance and investment objectives. Siebert also offers access to investment managers through Envestnet and the FMAX Platform.
Assets Under Management$290M
Clients786
Advisors43
Avg. per Client$370K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location
43 Advisors at this firm
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