Assets Under Management
$378.5M
Number of Clients
167
Number of Advisors
27
Average Client AUM
$2.3M
AUM per Advisor
$14.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Hazard & Siegel Advisory Services LLC provides investment advice and financial planning to individuals, businesses, and qualified plans. Services include investment management, financial planning, and solicitor services for third-party asset managers. Fees are based on AUM, hourly charges, or fixed fees.
Fees are based on a percentage of assets under management, hourly charges, fixed fees, and commissions. All fees are fully disclosed and negotiable. The firm also offers fee-based financial planning services on an hourly or flat fee basis. Clients have the right to rescind the financial planning agreement without penalty within five business days of entering into such a contract. The firm does not dictate a minimum or maximum fee – all fees are reviewed by the compliance staff to confirm the legitimacy of the fees agreed upon.
5793 Widewaters Parkway, Dewitt, NY, 13214