Seiwell Advisors provides investment advice to individuals, trusts, estates, pension and profit sharing plans, charitable organizations, and small businesses. Seiwell Advisors manages investments with the client's permission to make investment decisions without additional authorization. Clients can terminate the contract with 30 days' written notice. Seiwell Advisors also provides investment advisory services for clients not desiring discretionary asset management.
Assets Under Management$22M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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