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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are subject to negotiation at Sigma's discretion. Minimum fee of $10,000 annually.
Fee Estimator
The annual fee for wealth management services is a minimum of 1% of assets under management, with a minimum annual fee of $10,000. A minimum of $1,000,000 of assets under management is required for this service, though exceptions may be made. The fee schedule is 1% on the first $2,000,000, 0.60% on the next $3,000,000, and 0.50% above $5,000,000. Fees are subject to negotiation at Sigma's discretion. Fees are typically charged quarterly, in advance, based on quarter-end values.
Areas of Practice
Advisor Information
Office location
186 E Main Street, Suite 200, Northville, MI, 48167
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.
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Robert is the Chairman of the Board of Directors for Eagle Capital Growth Fund. He dedicates minimal time to this role.