Allison Rumschik is a CFP-designated registered investment advisor at Sycamore Financial Group, based in Manlius, NY, with 19 years of industry experience. Allison is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,146 clients with $790M 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 $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Rates shown are for equities/stocks, which represent the firm's primary equity schedule. Other asset classes have different schedules (Mutual Funds: 1.0% down to 0.3%; Fixed Income: 0.75% down to 0.3%). Fees are negotiable.
Fee Estimator
Location
Manlius, NY
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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 →Employment History
Current Registrations
Sycamore Financial Group
Sycamore Financial GroupBroker
Previous Registrations
Folio Investments, INC.Broker
Clayton Lowell, & Conger INCBroker
Adirondack Trading Group LLCBroker
Ridgeway Conger Advisory Services
Ridgeway & Conger, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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