SEI Investments Management Corp Review


Trust Score 87%
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SEI Investments Management Corp, federally registered in 1985, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 130 advisors. SEI Investments Management Corp manages $192 billion and provides investment advisory services for 36,465 clients (1:281 advisor/client ratio).

SEI Investments Management Corp requires a $50,000 minimum investment and charges a blended rate between 0.90% and 0.65% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm acts as their own custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 281 clients (industry average 1:50)
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $5,273,261
Hybrid Advisor Yes
Disciplinary History No
Total AUM $192 billion
Advisor / Client Ratio 1:281
Headquarters One Freedom Valley Drive Oaks, PA 19456
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 0.90%
$500,001 to $1,000,000 0.85%
$1,000,001 to $2,000,000 0.80%
$2,000,001 to $5,000,000 0.75%
$5,000,001 to $10,000,000 0.70%
$10,000,001+ 0.65%


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