SEI Update

Hope you are well and your summer has been a good one so far!

I just wanted to let you know that you will receive some correspondence from SEI in the next few weeks regarding a new pricing structure (effective October 1st) and ongoing enhancements they are making to their services and website.  Some of the fees that SEI charges will be increasing a bit, but not all of the fees outlined in their correspondence will apply to your accounts. I will be in touch in the next few months with more details.

While the fees that SEI charges are still in line with industry averages, we are taking this opportunity to conduct a thorough due-diligence review of other custodian/trust options in order to make certain that we are offering the best and most cost-effective solutions for our clients. We will be in further communication about this in the months ahead as well.

In the meantime, feel free to contact us with any questions.