Sycamore Investment Consulting Services, LLC
Assets Under Management
$105.8M
Number of Clients
42
Number of Advisors
2
Average Client AUM
$2.5M
AUM per Advisor
$52.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sycamore Investment Consulting Services, LLC specializes in providing integrated investment management services. They focus on retirement planning and income distribution using various investment portfolios. Services include risk tolerance assessment, investment objective determination, and preparation of a written investment policy statement. They also offer financial planning services such as education savings and estate planning.
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
Location
701 Deming Way, Suite 100, Madison, WI, 53717