Sycamore Financial Group is a registered investment advisor based in Kokomo, Indiana, that has been in business since 1984. The firm offers continuous portfolio management, financial planning, pension consulting, and investment advisory referrals. Sycamore Financial Group uses proprietary stock and bond models based on fundamental analysis to manage portfolios for individuals, corporations, pension plans, trusts, and estates. Because Sycamore Financial Group also operates as a broker-dealer, representatives may earn commissions or mutual fund fees on certain products, which the firm addresses by disclosing conflicts and typically reducing advisory fees to offset commissions.
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% |
Rates shown are for equities/stocks, which represent the firm's primary equity schedule. Other asset classes have different schedules (Mutual Funds: 1.0% down to 0.3%; Fixed Income: 0.75% down to 0.3%). Fees are negotiable.