Assets Under Management
$105.8M
Number of Clients
42
Number of Advisors
2
Average Client AUM
$2.5M
AUM per Advisor
$52.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sycamore Investment Consulting Services specializes in integrated investment management services. Clients include individuals, families, trusts, qualified pension and profit-sharing plans, corporations, and charitable organizations. Advisory services focus on retirement planning and income distribution using various investments. They also offer financial planning services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
701 Deming Way, Suite 100, Madison, WI, 53717