Conrad Siegel Investment Advisors (CSIA) offers financial planning, consulting, and investment management services. Financial planning covers retirement, investments, risk management, education (college savings), and estate planning. Investment management involves managing client assets using mutual funds and ETFs. CSIA also provides advice on variable life/annuity products and employer-sponsored retirement plans. CSIA tailors its services to individual client needs, considering risk tolerance and investment goals.
Fee Structure
CSIA provides investment management services for an annual fee based on a percentage of the value of your investments. This fee does not include brokerage commissions or transaction fees. The annual fee for individual clients can be up to 0.90%. For the Pooled Employer Plan the fee is 0.35%. The fee is charged quarterly, based on the value of your investments at the end of the previous quarter. CSIA may also charge up to $3,000 for managing investments not on their recommended list.
CSIA also offers investment management through Siegel Select Portfolios (SSP) with a 0.25% annual fee, subject to a $240 minimum per account. Betterment charges an additional wrap fee ranging from 0.12% to 0.25%.
