Sycamore Investment Consulting Services manages investment portfolios and provides retirement planning and investment consulting for individuals, families, trusts, and other organizations. The firm specializes in retirement planning and retirement income distribution, building customized portfolios using mutual funds, exchange-traded funds, certificates of deposit, and individual stocks and bonds. Sycamore takes a top-down approach to asset allocation, focusing on long-term investments tailored to each client's risk tolerance and financial goals. Clients receive ongoing portfolio reviews, quarterly reports, and annual check-ins that cover broader financial topics like estate planning, education savings, and insurance analysis. Sycamore operates primarily on a discretionary basis, meaning the firm makes trades on behalf of clients without needing approval for every transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Subject to a minimum gross fee of $250 per quarter. Fees are negotiable.