Sikich Financial provides comprehensive wealth management, investment portfolio management, and financial planning services. The firm builds customized portfolios tailored to each individual's goals, time horizon, and risk tolerance, working with platforms like Charles Schwab and National Financial Services. Sikich Financial covers various aspects of financial life, including retirement planning, tax strategies, estate planning, education funding, and risk management. The firm operates as a subsidiary of Sikich LLC, an accounting and business consulting firm, which allows them to coordinate financial advice with tax and accounting professionals. Clients can receive services on a discretionary basis, where Sikich Financial makes trades on their behalf, or a non-discretionary basis, where clients approve trades first. Sikich Financial specializes in working with individuals, high-net-worth clients, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.40% |
Schedule reflects the Advisor Managed Portfolios program and Charles Schwab accounts. The Wrap and Unified Managed Account programs have higher rates starting at 2.00%. Fees are negotiable.
