Christy Gregory is a CFP-designated registered investment advisor at Sycamore Asset Management, LLC, based in Zionsville, IN, with 20 years of industry experience. Christy 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 3 more. Their firm serves 42 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sycamore Asset Management does not directly manage money or charge an internal percentage fee for investment portfolios. Instead, Sycamore Asset Management recommends third-party money management firms to handle your investments. If you use this service, the recommended third-party manager will charge a separate fee based on a percentage of your portfolio, and Sycamore Asset Management will also charge a separate annual fee based on a percentage of the assets under management with that third-party manager. These fees are typically deducted directly from your account on a monthly or quarterly basis.
Location
Zionsville, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sycamore Asset Management, LLC
State Registrations1 state
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