Sinopoli & Sinopoli Financial Services (S&SFS) manages investment portfolios and provides financial planning for individuals, trusts, businesses, and retirement plans. S&SFS works with clients to determine their investment goals and risk tolerance, then creates a plan to transition their existing portfolio to a recommended portfolio. S&SFS also offers financial planning services, including retirement planning, tax planning, and estate planning. S&SFS may use Focus Partners Advisor Solutions as a sub-advisor.
Assets Under Management$15M
Clients36
Advisors4
Avg. per Client$420K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
S&SFS’s minimum portfolio size is $250,000. All accounts for members of the client’s family (husband, wife and dependent children) or related business may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...