Sycamore Investment Consulting Services provides investment management on a discretionary basis, meaning they can buy and sell investments for you. They start with a risk assessment and create a written investment plan. Sycamore also offers financial planning services, including retirement planning, education savings, and estate planning. They customize their services to each client and do not use portfolio models.
Assets Under Management$160M
Clients42
Advisors2
Avg. per Client$3.8M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Subject to a minimum gross fee of $250 per quarter. Advisory fees are offset by the percentage rate of 12(b)-1 compensation applicable to the client’s mutual fund holdings. Offsets do not carry over from one quarter to the next.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...