Stephen Anthony Seivold
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WTIA's fees are based on a percentage of assets under management or the volume of assets subject to WTIA’s investment advice. Fees are subject to negotiation and can vary based on client type, asset class, pre-existing relationship, service levels, portfolio complexity, and account size. WTIA reserves the right to waive minimum account requirements. Fees for non-discretionary services including Model Delivery are generally determined considering the overall relationship and are subject to negotiation.
Areas of Practice
Advisor Information
Office location
One Light Street, 15th Floor, Baltimore, MD, 21202
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stephen is an employee of M&T Bank and Wilmington Trust, N.A., dedicating the majority of his time to banking-related functions. These roles began in 2007 and 2016, respectively.