Sibir Investment Advisors (SIA) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. SIA creates an Investment Policy Statement for each client. SIA also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. SIA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, hedge funds, private equity funds, ETFs and private placements.
Assets Under Management$5.8M
Clients31
Advisors1
Avg. per Client$190K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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