Segal Marco Advisors
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Overview
Segal Marco Advisors is a financial advisor company that has its headquarters in New York, New York. Segal Marco Advisors oversees $26.2 billion in assets throughout 111 accounts, placing it among the biggest investment advisory firms in the United States by assets under management (AUM). Segal Marco Advisors has a large group, including 86 financial advisors. Segal Marco Advisors does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets like options, equities and bonds.
Segal Marco Advisors manages more than half of the company's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction decisions without requiring client permission. Segal Marco Advisors also oversees 31 non-discretionary accounts totaling $17.4 billion in assets. Segal Marco Advisors's average account size is $236.2 million. An average advisor at Segal Marco Advisors oversees about one client account, making it one of the most individualized advisor firms in the country.
The company's central office is located at 333 West 34Th Street, New York, New York 10001-2402. Segal Marco Advisors is legally permitted to provide services to investors throughout 37 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Segal Marco Advisors by the Numbers
$26.2 billion
116
111
$236.2 million
Products and Services
Segal Marco Advisors provides a variety of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Segal Marco Advisors does not sell products or offer services other than investment advice to its investment advisory customers. The firm is affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency and pension consultant.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually depend on the services offered. Fees charged by Segal Marco Advisors most likely include the following fee types: asset-based, hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Segal Marco Advisors.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm works with a number of different clients. It caters to high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and other. Out of its 111 accounts, Segal Marco Advisors's largest client group by number of accounts is pension plans, although it also caters to one high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0.9%
- Other Individuals - 0%
- Corporations - 93.69%
- Charitable Organizations - 5.41%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Segal Marco Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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