Third Sigma Investment Advisors provides asset allocation advice and manages investment portfolios for clients. Third Sigma aims to align its interests with clients by not acting as a broker-dealer or providing custody services. The firm offers sophisticated investment strategies based on diversification, using both active managers and index funds to minimize expenses.
Assets Under Management$99M
Clients51
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Third Sigma's advisory fees range from 0.10% to 0.55% per year, depending on portfolio size and the complexity of services. Fees are negotiable. The firm typically deducts fees monthly or quarterly from client accounts. These fees do not include the costs associated with investing in mutual funds or other investment vehicles.
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