Brent Yard is a CFP-designated registered investment advisor at Sycamore Financial Group, based in Westfield, IN, with 9 years of industry experience. Brent 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
Westfield, IN
Get directionsHistory
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
Sycamore Financial Group
State Registrations19 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
More Advisors
- Brenda Baier, CFPFiduciary Financial Advisors
- Kyle Kerkhoff, CFPStrategic Advisers LLC
- Candice Cristy, CFPStrategic Advisers LLC
- John Sidery, CFPUptick Partners, LLC
- Michael Reynolds, CFPElevation Financial LLC
- Jason Hessler, CFPHUB Investment Partners, LLC