Sycamore Asset Management is a financial advisory firm that helps individuals and families with comprehensive financial planning and investment strategies. Sycamore Asset Management provides financial planning on an hourly basis, covering areas such as tax planning, insurance, college savings, healthcare, retirement, and estate planning. Additionally, Sycamore Asset Management assists clients in implementing their investment strategies by recommending third-party money management firms that operate on a fee basis. Because Sycamore Asset Management utilizes these third-party managers to execute trades and manage accounts, Sycamore Asset Management does not directly manage money or hold client funds. All investment recommendations are rooted in Modern Portfolio Theory and academic research, focusing on broad diversification rather than individual stock picking or market timing.
Fee Structure
Sycamore Asset Management does not directly manage money or charge an internal percentage fee for investment portfolios. Instead, Sycamore Asset Management recommends third-party money management firms to handle your investments. If you use this service, the recommended third-party manager will charge a separate fee based on a percentage of your portfolio, and Sycamore Asset Management will also charge a separate annual fee based on a percentage of the assets under management with that third-party manager. These fees are typically deducted directly from your account on a monthly or quarterly basis.