SIP Financial Services provides personalized financial planning and portfolio management services. Financial planning includes analyzing your financial situation and creating a plan to meet your goals. Portfolio management is offered on a non-discretionary basis, meaning SIP Financial seeks your approval before making any trades. SIP Financial also offers pension consulting services to employee benefit plans.
Assets Under Management$24M
Clients90
Advisors1
Avg. per Client$270K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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