Siebert Advisornxt, Llc.
Siebert AdvisorNXT, LLC is an SEC registered investment advisor based in New York since 2017. The firm offers various investment strategies for individuals through programs like AdvisorNXT, third-party investment management, and investment supervisory services. Clients can engage Siebert on a discretionary or non-discretionary basis, with services tailored to individual needs. The AdvisorNXT platform provides a web-based, cost-efficient automated wealth management solution using Modern Portfolio Theory techniques. Siebert also offers access to Envestnet Asset Management and the FMAX Platform for a wide range of investment strategies. The firm's fee structure ranges from .25% to 2.5% of assets under management, with negotiable fees based on client circumstances. Siebert acts as a fiduciary, putting clients' best interests first. The firm conducts ongoing account reviews, provides regular client communications, and has a business continuity plan in place. As of December 2024, Siebert had approximately $287 million in assets under management. For more information, clients can visit the SEC's website.
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