Sincerus Advisory is a registered investment advisor managing tailored investment portfolios and offering financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Sincerus Advisory may recommend third-party managers. Client-specific plans are based on individual situations, income, tax levels, and risk tolerance.
Assets Under Management$180M
Clients165
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$60M
Fee Structure
Minimum Annual Fee:$7,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Annual fees are negotiable at the discretion of Sincerus Advisory.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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