Hazard & Siegel Advisory Services LLC

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

About This Firm

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.

Fee Structure

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Location

5793 Widewaters Parkway, Dewitt, NY, 13214

27 Advisors at this firm

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