Sebetic Advisors provides investment management services tailored to clients' individual investment objectives, risk tolerance, and cash needs. They manage investments in global equities, mutual funds, ETFs, U.S. treasury bonds, bonds, and municipal securities. Sebetic Advisors has a legal duty to act in your best interest.
Assets Under Management$94M
Clients61
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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