R. Seeger Wealth Management, Ltd

R. Seeger Wealth Management, established in January 26, 2010, specializes in asset allocation using managed mutual and index funds, exchange traded funds, bond funds, and individual bonds. The firm focuses on tailored advisory services considering clients' Risk Tolerance, Longevity, Age, Income, Financial needs, Liquidity, Investable assets, and Net Worth. They act as a portfolio manager for a wrap fee program, managing investments similarly to non-wrap fee accounts. The firm has $62,735,255 in discretionary assets under management as of December 2024. The minimum initial investment is $100,000, and financial planning fees are $375/hour with a one-hour minimum for clients without assets under management. Management fees range from 0.60% to 1.25% per year based on account value. R. Seeger Wealth Management does not engage in performance-based fees, and clients include individuals, businesses, trusts, and Individual Retirement Arrangements. The firm uses Morningstar's Adviser programs for analysis and offers investment strategies with equity exposure ranging from 20% to 90%. They do not engage in frequent trading or exotic investment strategies and do not accept compensation for the sale of securities. The firm does not have any disciplinary events, and the principal owner is Richard T. Seeger, a CERTIFIED FINANCIAL PLANNER™ with extensive educational background and experience in the financial industry.