Sisung Investment Management Services (SIMS) offers investment supervisory services with either discretionary or non-discretionary authority. SIMS provides continuous and regular supervisory or management services. SIMS tailors investment advice to individual client needs and can accommodate restrictions on securities included in portfolios. SIMS' portfolio managers focus on creating diversified portfolios with definable and managed risks.
Assets Under Management$2B
Clients12
Advisors6
Avg. per Client$160M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.70% |
| $100M+ | 0.60% |
This is the Equity Management Fee Schedule. Strategic Cash Management and Fixed Income Management have different fee schedules. Management fees are negotiable where your account may have extenuating circumstances affecting the level of our advisory services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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