As a SEC Registered Investment Advisory (RIA) firm, we operate on a fee-for-service structure. This fee is a percentage of assets that we manage for you starting at a competitive 0.90%. In addition to our advisory fee, clients will incur very modest expense ratios for the funds we use in the portfolio and nominal trading costs charged by TD Ameritrade. We are transparent with our fees and fee breakdowns are always available at your request.
Conrad Siegel Investment Advisors is a fiduciary. That means not only do we believe that working in your best interest is the right thing to do, we’re legally required to do so. Whether you are working with us on a per-project basis for planning needs or with us on an ongoing asset management basis, we put your interests first and keep our costs transparent.
All-in costs 41% lower than national average
We minimize costs to you whenever and wherever possible. And it starts with us. When comparing investment advisory fees (fees charged by the advisor) and investment expenses (fees charged by the fund company), Conrad Siegel offers all-in costs 41%-56% lower than the national average*.
Are you curious about how your advisor is getting paid?
We offer a complimentary review of your portfolio and fees. Schedule a 15-minute discovery call and learn more.
Contact our team to see if your situation matches our expertise
With your financial goals in mind, fit matters most. A 15-minute phone call will give us the chance to make sure your situation matches our expertise. Please provide some information and we will respond to you promptly.