Our approach is simple: Focus on what works. Plan for what’s next.
You deserve an advisor who actually cares about you, not commissions and sales quotas. As full-time fiduciaries, we work for you (and only you).
Conrad Siegel vs. the industry
Conrad Siegel’s Approach
- Top credentials (CFP®, CFA, ChFC®)
- Transparent fee structure
- In-house operations (Investment research, support, operations, compliance)
- Independent
- Sophisticated investment strategy
- 100% fiduciaries
- Comprehensive & custom financial planning
Common Industry Standards
- Advisors with introductory credentials (or no credentials)
- Commissions & hidden fees
- Outsourcing of key operations
- 3rd party ties to large institutions
- Products & limited investment options
- Dual (or no) fiduciary responsibility
- Templates & cookie-cutter programs
Investment Philosophy
Our investment philosophy is built on academic research and a low-cost approach. Our in-house research team meticulously studies the market, so you don’t have to.
Long-term
Our focus is on building a long-term, well-diversified portfolio, not timing the market or picking individual stocks.
Flexible
Everyone’s plan looks a little different because we tailor portfolios to your needs.
Academic &
research-based
Our in-house research team helps us construct simple, yet sophisticated, portfolios.
Cost-controlled
We believe in using low-expense investments within portfolios to limit costs that eat away at investment returns.
About our clients
We serve a diverse range of clients and hard-working individuals who have accumulated wealth over their lifetime (typically $1 million+).
It’s never too early to start thinking about retirement. We design plans that fit with your life and goals. We’ll help you understand how much to save, where to invest, and how today’s decisions can set you up for the future you want.
Make the most of retirement. From income planning and investments to taxes and Social Security, Conrad Siegel’s wealth management services team will work with you to optimize your retirement strategy.
Your time is valuable – we help you spend it efficiently with direct, research-driven financial advice. This approach helps cut through the noise so you can move forward with confidence and reach your goals.
The needs of each generation are unique. We work with families to build a plan that will span multiple generations and provide future families security and peace-of-mind.
Major life changes—expected or not—can bring financial uncertainty. Whether you’re navigating loss, divorce, inheritance, a career shift, or a growing family, we’re here to provide the level of guidance you need to feel peace of mind.
There’s plenty of financial advice out there, but sometimes it’s better coming from someone who truly understands. Our team includes experts in women’s financial planning. And we’ve created Purse-pective, a community where women can connect, learn, and grow more confident with their money. Join the Purse-pective community!
Transparent, straightforward pricing
Managing your money shouldn’t come with hidden costs or confusing fees. That’s why the Conrad Siegel approach to pricing is clear, competitive, and designed entirely around your best interests.
Fiduciary
As a fiduciary, we’re legally and ethically obligated to act in your best interest—always.
Fee-for-service
We operate on a fee-for-service model, meaning you pay only for the advice and management we provide—no commissions, no kickbacks.
% of assets
Our all-in fees are based on a simple percentage of assets we manage, ranging from 0.71% to 1.09% (depending on portfolio size).
41% lower
Our total costs—advisory fees plus investment expenses—are up to 41% lower than the national average.*
Committed to controlling costs
We intentionally use low-cost investments and minimize trading fees to help you keep more of what you earn.
Blended all-in portfolio costs
Conrad Siegel’s approach offers a competitive fee structure compared to national averages. Our all-in portfolio costs are 41%-56% lower than the national average.*
*Blended All-In Portfolio Costs have been calculated by applying Conrad Siegel’s standard tiered fee schedule and average fund expense rate to various portfolios at the values referenced above. Fund expenses are based on our standard menu of funds for a 50% equity vs. 50% fixed income portfolio, as compared to the category average expense ratio compiled in Morningstar Office, a product of Morningstar, Inc. The highest annualized fee rate we charge is 90 basis points (0.90%) and a full description of Conrad Siegel’s advisory fees is described in the Form ADV Part 2A, available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov. The average advisory fees are taken from the Advisory HQ Financial Advisor Fee & Income per Client Survey. The All-In blended fee comparison percentages are based on the following portfolio fees: $500k Portfolio- 1.05% Conrad Siegel vs. 1.99% Industry Average. $2MM Portfolio- 0.95% Conrad Siegel vs. 1.85% Industry Average. $5MM Portfolio- 0.77% Conrad Siegel vs. 1.78% Industry Average. $10MM Portfolio – 0.59% Conrad Siegel vs. 1.63% Industry Average.
Let’s see if our approach is a good match with your investment goals
Schedule an introductory call to see what it’s like to work with us.
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