Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
* Subject to a minimum gross fee of $250 per quarter
Fee Estimator
Sycamore charges fees based on the value of assets managed, as detailed in the table above. These fees may be negotiable. There is a minimum gross fee of $250 per quarter. Financial planning services are available for an initial fee of $2,500 and a follow-up annual fee of $1,500, both of which are negotiable. Hourly fees may apply for review work exceeding 10 hours per year. Sycamore restricts investment management services to clients with aggregate account values of at least $500,000, but this may be waived.
Areas of Practice
Advisor Information
Office location
701 Deming Way, Suite 100, Madison, WI, 53717
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jodie is a volunteer board member of the Australian Shepherd Club of America. She receives no compensation except for travel expense reimbursement.