Christy Gregory is a CFP-designated registered investment advisor at Sycamore Asset Management, LLC, based in Zionsville, IN, with 19 years of industry experience. Christy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 42 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sycamore Asset Management does not directly manage client money. Instead, Sycamore Asset Management recommends third-party money managers. If clients use a recommended third-party manager, Sycamore Asset Management will enter a co-advisor relationship and charge a separate annual fee based on a percentage of the assets managed by the third-party advisor. This fee is negotiable based on the size of the account.
Location
Zionsville, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sycamore Asset Management, LLC
State Registrations1 state
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