Advisor platform (TAMP)
SEI
SEI runs its own direct index SMAs for advisors on its SMA and UMA platform.
- Their fee
- Charged by your advisor
- Minimum
- Not disclosed
- Onboarding
- Not disclosed
- Status
- Open
Not disclosed.
Not disclosed.
I found no tax-aware long/short or exchange fund offer at SEI.
Through advisors only.
Products they offer
Direct indexing
| Product | Product fee | All-in fee |
|---|---|---|
| SEI direct index SMAs (S&P 500, U.S. SMID cap, small cap core, fixed income)Equity strategies added March 2025. Fixed income added 2024. | Not disclosed | Not disclosed |
Sources
Checked 2026-10. Confidence: low.