Sikich Financial
Assets Under Management
$920.0M
Number of Clients
1,236
Number of Advisors
21
Average Client AUM
$744K
AUM per Advisor
$43.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sikich Financial provides personalized investment management and financial planning services, often combined as Wealth Management. They use wrap fee programs and may recommend sub-managers. Certain IARs are also registered representatives with Osaic Wealth, Inc. and may earn commissions.
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
This fee schedule applies to balanced portfolios above $400,000 under the Focus Partners Advisor Solutions Program. Certain clients may be grandfathered under different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Retirement PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & Coaching
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Location
3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704
21 Advisors at this firm
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