Sidoxia Capital Management provides investment advice and financial planning services. Sidoxia manages investment portfolios for individuals, corporations, and other entities, creating a client investment policy statement to guide portfolio management. Sidoxia also offers consulting services on specific financial issues and comprehensive financial planning, covering areas like retirement, taxes, and insurance. Sidoxia also manages the Slome Sidoxia Fund, LP.
Assets Under Management$130M
Clients91
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Minimum account size and annual fee may be negotiable under certain circumstances, including accounts invested in the Fusion ETF Focus strategy. Also manages the Slome Sidoxia Fund, LP with a 1.25% management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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