Dallas, TX Office

Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts and business entities through investment supervisory services and a range of managed programs. The firm operates a web-based AdvisorNXT platform as well as access to third‑party managers (Envestnet, FMAX) and independent managers, and it provides both portfolio management and execution within a wrap-fee structure.

The firm’s AdvisorNXT program uses Modern Portfolio Theory and a risk‑tolerance questionnaire to build ETF/ETN‑based allocations and periodically rebalances portfolios, and Siebert also implements fundamental and technical strategies and sub‑advised solutions. Clients may engage Siebert on either a discretionary or non‑discretionary basis, complete an onboarding questionnaire, and receive periodic reviews (generally at least annually).

Compared with many multi‑team peers, Siebert reports a heavier reliance on non‑discretionary arrangements and does not position standalone financial planning or fixed‑fee arrangements as part of its core offerings. The firm’s mix of an automated MPT‑based platform with a negotiated asset‑based wrap fee, access to Envestnet/FMAX sub‑advisers, and a specialized covered‑call transition strategy for legacy portfolios are notable features highlighted in the brochure.