Siegel Asset Management Partners (SAM) offers investment advice and manages investment portfolios for clients based on their individual needs and goals. SAM creates a personal investment policy and manages a portfolio based on that policy. SAM manages accounts on a discretionary basis, meaning they make trades without asking you first.
Assets Under Management$15M
Clients1
Advisors1
Avg. per Client$15M
Avg. per Advisor$15M
www.linkedin.com/in/yvescsiegel ·siegelassetmgt.com ·www.linkedin.com/company/siegel-asset-managemen...
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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