Allison Rumschik is a CFP-designated registered investment advisor at Sycamore Financial Group, based in Kokomo, IN, with 18 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 912 clients with $680M 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% |
Fees are negotiable. Schedule shown is for equities/stocks. Fixed income/bonds: 0.75% on the first $500,000; 0.5% on the next $1,000,000; 0.4% on the next $8,500,000; 0.3% on amounts over $10,000,000. Mutual Funds: 1% on the first $500,000; 0.75% on the next $1,000,000; 0.5% on the next $8,500,000; 0.3% on amounts exceeding $10,000,000.
Fee Estimator
Location
2713 Rockford Lane, Kokomo, IN, 46902-4058
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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
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State Registrations20 states
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