Sycamore Financial Group offers investment management with discretionary trading authorization, financial planning covering various aspects of a client's financial life, and pension consulting. Financial plans cover securities, taxes, estate planning, insurance, business planning, retirement planning, personal investments, financing options, cash flow, and company benefits. The firm works with closely held businesses and their owners to coordinate business and personal finances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable. Schedule shown is for equities/stocks. Fixed income/bonds: 0.75% on the first $500,000; 0.5% on the next $1,000,000; 0.4% on the next $8,500,000; 0.3% on amounts over $10,000,000. Mutual Funds: 1% on the first $500,000; 0.75% on the next $1,000,000; 0.5% on the next $8,500,000; 0.3% on amounts exceeding $10,000,000.