Sycamore Financial Advisors, Inc. (SFA) offers financial planning and investment management services to individuals, families, corporations, trusts, and family businesses. SFA helps clients define their financial goals and develop strategies to achieve them, including cash flow management, tax planning, risk assessment, investment management, education funding, retirement planning, and estate planning. SFA's compensation comes from client fees and, in some cases, insurance commissions. Client assets are held by independent custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Strategic Asset Management (SAM) approach. Fees negotiable for accounts over $6,000,000. The Strategic Investment Management (SIM) approach and Personalized Asset Allocation Strategies both charge 1.65% on accounts up to $5,000,000, negotiable above that.