Overview

Headquarters
Harrisburg, PA
Total Firm Assets
$12.1 billion
Average High-Net-Worth Client Portfolio Size
$4.5 million

Recent Rankings

Forbes 2025: 84
Forbes 2024: 87

View complete rankings

Fee Disclosure

Source: DISCLOSURE BROCHURE FOR CONRAD SIEGEL INVESTMENT ADVISORS, INC. (2026-09-04) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above Up to 0.90%

Stated Minimum Annual Fee: $6,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,000 0.90%
$5 million $45,000 0.90%
$10 million $90,000 0.90%
$50 million $450,000 0.90%
$100 million $900,000 0.90%

Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
6.37%
Number of High-Net-Worth Clients
170
Total Client Accounts
1,218
Discretionary Accounts
1,159
Non-Discretionary Accounts
59

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
123560
  • DISCLOSURE BROCHURE FOR CONRAD SIEGEL INVESTMENT ADVISORS, INC. (2026-09-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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