Private Client Relationship
This option is ideal for individuals who want a long term advisory relationship; those who recognize they don’t have the time, talent or temperament to do this on their own; and people who wish to delegate most of the responsibility to us.
This collaborative arrangement includes continuous fee-only investment management and oversight, ongoing retirement advice and coaching, unlimited meetings and phone calls, and 24/7 access to us.
All Private Clients receive regularly scheduled proactive communication from us including our Weekly Market Update email, our monthly Private Client Update newsletter, our Quarterly Investment Update letter, and additional communications on an as-needed basis.
We will manage your investment portfolio at SEI Private Trust Company on a fee-only basis for a small annual percentage of between 0.50% and 1.00% per year. The fee is negotiable and based upon various factors including the size of your investment portfolio, the number of accounts you have, and the complexity of your financial situation.
Portfolio management fees are deducted every quarter with a calculation showing how we arrived at your fee per account. This information will appear on the last page of your quarterly statements.