Searle & Co.
333 GREENWICH AVENUE, Greenwich, Connecticut 06830
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
on individual client circumstances, and it will not exceed a maximum of 2.0% annually. The fee is due quarterly in arrears and will be based on the average month-end balance for the previous relevant calendar quarter. For example, the fee will be calculated by adding the month end b
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 6 disclosures on record with the SEC.
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also registered with a broker-dealer
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.