Conrad Siegel Investment Advisors
SEC RegisteredAbout the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Leadership
Office locations
Advisors at this firm
23 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Individual clients (max) | 0.90% |
| Pooled Employer Plan | 0.35% |
| Defined Benefit - First $5M | 0.30% |
| Defined Benefit - Next $10M | 0.15% |
| Defined Benefit - Next $35M | 0.10% |
| Defined Benefit - Above $50M | 0.05% |
| Defined Contribution - First $5M | 0.40% |
| Defined Contribution - Above $5M | 0.10% |
| Corporate/Endowment - First $1M | 0.60% |
| Corporate/Endowment - Next $2M | 0.40% |
| Corporate/Endowment - Next $2M | 0.20% |
| Corporate/Endowment - Next $5M | 0.15% |
| Corporate/Endowment - Above $10M | 0.10% |
| Siegel Select Portfolios (SSP) | 0.25% |
Data as of September 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Conrad Siegel Investment Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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