Third Sigma Investment Advisors LLC
Assets Under Management
$116.2M
Number of Clients
41
Number of Advisors
4
Average Client AUM
$2.8M
AUM per Advisor
$29.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Third Sigma Investment Advisors provides asset allocation advice and discretionary implementation services. They offer sophisticated investment strategies based on diversification, melding active managers with index funds and ETFs to minimize expenses. Fees are asset-based, aligning interests with clients' long-term success.
Fee Structure
Advisory fees range from 0.10% to 0.55% depending on portfolio size and complexity. Fees for Pension and Profit-Sharing Plans range from 0.20% to 0.40%. Fees are negotiable. The minimum account size is typically $300,000, but this is also negotiable. Fees are typically due and payable monthly or quarterly, in advance, based upon the net asset value of the account.
Areas of Practice
Location
700 North Clayton Street, Wilmington, DE, 19805