Julius Arthur Seibert & Company, LLC

Julius Arthur Seibert & Company, LLC is a registered investment advisor founded in November 2006 by Philip Edward Seibert, who serves as the President and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, trusts, and estates, acting as a fiduciary to clients. Services include discretionary and non-discretionary investment management using low-cost, diversified mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. The firm also provides investment consulting services upon request, such as estate planning and tax planning. Clients can engage the firm on a fee-only basis, with fees ranging from 0.50% to 1.50% annually based on the market value of assets under management. Investment consulting services are offered on a fixed fee basis ranging from $2,500 to $50,000. The firm does not charge performance-based fees and does not earn compensation from securities transactions. Clients have the option to have fees deducted from their accounts or billed directly. The firm does not accept compensation for client referrals and does not engage in directed brokerage arrangements. Philip E. Seibert, the President and Chief Compliance Officer, holds the Certified Financial Planner (CFP®) designation and has extensive experience in the financial services industry. The firm maintains a Code of Ethics and implements internal compliance measures to ensure adherence to regulatory standards. Clients' privacy and security of personal information are protected through strict safeguards and confidentiality measures.