Sebold Capital Management offers financial planning and investment management services tailored to individuals, families, and businesses. They help clients define financial goals and develop strategies to achieve them, including cash flow management, tax planning, investment management, retirement planning, and estate planning. The firm is compensated solely by client fees and does not receive commissions.
Assets Under Management$330M
Clients207
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$21,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Minimum quarterly billing of $5,250 applies ($21,000 annually). Grandfathered provisions may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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