William Harrison is a registered investment advisor at Sirmium Capital, LLC, based in Katonah, NY, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sirmium Capital charges a percentage of the value of your investments each year.
- For accounts less than $1.1 million, the fee is 2% per year.
- For first responders, active military, reservists, or veterans (unless their account is greater than $1.1mn) the fee is 1% per year.
For clients with assets above $1.1 million, the firm charges 0.5% of assets and 25% of profits above a 4% annual threshold. If the firm does not return 4% by the end of the year, then they only take 0.5%.
Location
Katonah, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sirmium Capital, LLC
Previous Registrations
Sirmium Capital, LLC
State Registrations1 state
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