Richard Seiwell is a CFA-designated registered investment advisor at Seiwell Advisors, LLC, based in West Chester, PA, with 27 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees are negotiable, including the right to request a fixed fee.
Fee Estimator
Location
West Chester, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is a trustee at Catawba College since 1986, serving on the finance and investment committees. This volunteer work takes about 10-20% of his time.
Employment History
Current Registrations
Seiwell Advisors, LLC
Previous Registrations
Farrell Capital Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.