Siharum Advisors offers investment advisory services, either with or without discretion, to high-net-worth individuals, pension plans, trusts, estates, and charitable organizations. Siharum's approach involves evaluating and selecting third-party investment managers to create customized and diversified portfolios. They offer both investment consulting for larger portfolios and discretionary investment management for portfolios in the $2.5 million to $20 million range.
Assets Under Management$590M
Clients98
Advisors2
Avg. per Client$6M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$2.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Also offers Active Beta Strategies with a different fee schedule: First $5M: 0.60%, Next $5M: 0.50%, Next $10M: 0.40%, Over $20M: 0.30%. Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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