Sinopoli & Sinopoli Financial Services provides investment management, financial planning, and consulting services. The firm builds diversified portfolios primarily using no-load mutual funds, exchange-traded funds, and fixed income investments, often utilizing model portfolios from independent managers. Sinopoli & Sinopoli Financial Services tailors strategies to each client's investment objectives and risk profile. In addition to managing portfolios, the firm offers financial planning covering personal finance, education funding, tax and cash flow planning, estate planning, and retirement strategies. Consulting services are also available for specific financial topics like real estate purchases or account reviews. The firm serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees and portfolio minimums may be negotiable. Family accounts can be combined to determine the fee tier.