Sieben Wealth Planning offers wealth management and financial planning services. For wealth management, they work with clients to understand their goals, risk tolerance, and financial situation to create a portfolio strategy using exchange-traded funds, mutual funds, and individual securities. They also offer financial planning services covering areas like investment planning, retirement planning, education savings, and insurance needs. Sieben Wealth Planning may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$160M
Clients86
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$81M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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