Sycamore Asset Management, located in Zionsville, IN, offers financial planning services including tax, insurance, college, health expenditure, retirement, and estate planning. Sycamore Asset Management also recommends third-party investment managers to implement investment strategies for clients. Sycamore Asset Management does not directly manage client money.
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.