Gregory Rademacher
Gregory Rademacher is a CFP-designated registered investment advisor at Sycamore Investment Consulting Services, LLC, based in Madison, WI, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 42 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Advisory fees are offset by the percentage rate of 12(b)-1 compensation applicable to the client’s mutual fund holdings. Offsets do not carry over from one quarter to the next.
Fee Estimator
Location
701 Deming Way, Madison, WI, 53717
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Regulatory 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
Gregory is a registered investment advisor and founder of Sycamore Investment Consulting Services, LLC, dedicating about 10-20% of his time to it. He also serves as treasurer for Mount Olive Lutheran Church and is a board member for both the Wisconsin Association of Charitable Gift Planners and the United Way of Dane County Foundation.
Employment History
Current Registrations
Sycamore Investment Consulting Services, LLC
Buttonwood Partners, INC.Broker
Previous Registrations
Buttonwood Partners, INC.
State Registrations39 states
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