Sicner Asset Management manages investment portfolios for clients based on their individual needs and financial goals. The firm conducts an initial interview to understand the client's financial situation and investment objectives. Clients can impose reasonable restrictions on their account management. Sicner Asset Management also provides limited financial planning advice focused on investments and taxes in conjunction with portfolio management.
Assets Under Management$88M
Clients24
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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