1

tell us about yourself

connect with
an advisor

Our Strategic Approach

Complete our contact form and we'll connectyou with a personal wealth advisor to assessyour goals and risk tolerance.

2

get matched with a
diversified portfolio

Complete our contact form and we'll connectyou with a personal wealth advisor to assessyour goals and risk tolerance.

INVESTMENT
ADVISORY BOARD

Our team has varying backgrounds
ranging from wealth management and
technology to financial media and legal

MARK MALEK, CIO

Founding executive member with over 29 years experience in quantitative finance, modeling, algorithm design, analysis and more.

WEALTH MANAGERS

Additional advice, expertise, and experience you can count on.

ALGORITHMS

Our technology directly selects a set of Exchange Traded Funds (ETFs) and Exchange Traded notes unique to every investor.

QUESTIONNAIRE

Our in-depth, unique set of investor questions will ensure your portfolio is a reflection of your investment preferences.

CURRENT MARKET
CONDITIONS

Let SiebertNXT monitor the
markets so you don't have to.

3

understand
your options

Once you've gotten started with SiebertNXT Premiere, connect with your Wealth Manager to take full advantage of your plan.

SiebertNXT Premiere Plan

Up to 1.25% Service Fee*

what’s included
in premiere?

$25,000 Minimum Balance

Dedicated Wealth Manager

Financial Advice & Planning

Automated Rebalancing

Dedicated Customer Support

40 Portfolio & Income Portfolio Options

Multi-portfolio Strategies

Portfolio-specific Market News

provided by siebert and
strategic partnerships

$25,000 Minimum Balance

Dedicated Wealth Manager

Financial Advice & Planning

Automated Rebalancing

Dedicated Customer Support

40 Portfolio & Income Portfolio Options

Multi-portfolio Strategies

Portfolio-specific Market News

4

check in, on your terms

We monitor your portfolio daily, and automatically rebalance it when needed.

wealth advisor
management

We will work with you to create a customized managed account that includes monthly checkups, ongoing rebalancing, and constant engagement

quarterly
check-ins

Meet 1:1 to discuss how you’re doing and reaffirm your investment goals.

siebertnxt
algorithms

Your unique set of ETFs and ETNs automatically adjust based on market changes to keep you on track.

drift
watch

We're always watching to make sure your portfolio is on track. Custom built features will trigger a rebalance if your allocation needs adjusting.

talk to a wealth
manager about
Siebert.Nxt pricing

Invest with confidence. We combine the expertise of a dedicated wealth manager alongside Siebert.NXT tailored portfolios so you get the best of both worlds.

take the next step

call us
today

Phone: (800)
993-2022

Request a Call

talk to a
wealth manager

Submit an online inquiry and a
Siebert representative will get
back to you as soon as possible.

Contact Form

OPEN
ACCOUNT

Take the
first step.

Siebert Online
Siebert Financial Corporation (“Siebert”) has a full range of brokerage and financial advisory services offered through its operating subsidiaries, affiliates and brands associated with Siebert Financial described below.

Muriel Siebert & Co., LLC Member: FINRA | NYSE | SIPC  – Provides brokerage and custodial related services and is the registered Broker Dealer and wholly owned subsidiary of Siebert Financial Corporation.

Siebert AdvisorNXT, LLC. (“SiebertNXT”) – A Registered Investment Advisor that provides investment advisory services and discretionary investment management for a fee. SiebertNXT is the brand name for Siebert AdvisorNXT, LLC. Prior to investing in a managed SiebertNXT portfolio, we will obtain important information from you about your financial profile and risk tolerances and we will provide you with a detailed investment proposal, investment Advisory Agreement and Wrap Fee Programs Brochure. These documents contain important information that should be carefully read before enrolling in a managed account program. Siebert AdvisorNXT, LLC. is a wholly owned subsidiary of Siebert Financial Corporation. Please read SiebertNXT Disclosures for more information.

Park Wilshire Companies, Inc. ("Siebert Insurance") - Offer insurance products and annuity investments through Park Wilshire Companies, Inc., a wholly owned subsidiary of Siebert Financial Corporation. Please read Siebert Insurance Disclosures and Siebert Annuities Disclosure.

RISE Financial Services LLC ("RISE Prime Services") - is a registered Broker Dealer and subsidiary of Siebert Financial Corporation. RISE Prime is a division of RISE Financial Services, LLC.

Siebert Employee Share Plans & Siebert Corporate Services – Partners with public companies to offer share plan administration solutions and services on behalf of their employees. Please read Siebert Corporate Service Disclosure.

Siebert Online and SiebertNXT response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance.

You should always carefully consider the investment objectives, risks, charges and expenses of any investment before investing. Investing in securities products involves risk, including possible loss of principal.

Siebert Financial Corporation (“Siebert”) its affiliates & subsidiaries do not provide tax advice, and you should always consult your own tax advisor before taking any action that may have tax consequences.
© 2024 Siebert Financial Corporation