Richard N. Sirott Accountancy Corporation offers customized investment management services to individuals, high net worth clients, corporations, and other business entities. They manage assets on a discretionary basis, advising on stocks, bonds, mutual funds, exchange traded funds (ETFs), and options. The firm gathers client information to determine appropriate investment strategies and models. They do not offer advisory services relating to private placements or non-public offerings.
Fee Structure
Richard N. Sirott Accountancy Corporation charges an annual management fee based on a percentage of the value of your portfolio. The fee is calculated and paid quarterly in arrears using a blended percentage schedule described in the client letter. The management fee may be negotiable.