Fees

Seiler & Associates is a fee-only firm. This means that we never sell products and do not receive commissions. We sell only our advice, and we aim for that advice to be objective and free of conflicts of interest. Our fees come in two distinct forms:

HOURLY FEES

Our hourly fee structure is utilized in our roles as CPAs as well as financial planning work where we do not manage client assets. We aim to work efficiently and to provide our clients with great value for the fees charges. Hourly rates range from $100 to $250, depending on the person performing the work and the complexity of the job.

ASSETS UNDER MANAGEMENT (AUM)

For clients who need to have their investment assets managed for them, we charge a fee that starts at 1% of the assets under management (AUM). This AUM fee not only covers all investment-related activities but also all financial planning work once the client reaches our minimum ($500,000). The AUM fee may be reduced once the client assets reach sufficient size, or the client account is of sufficient simplicity. The official fee schedule is available upon request.