Third Sigma Investment Advisors provides asset allocation advice and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and retirement plans. Third Sigma Investment Advisors focuses on low-cost, sophisticated investment strategies that combine active managers, index funds, and exchange-traded funds to minimize investment expenses. In addition to investment management, Third Sigma Investment Advisors offers comprehensive financial planning services covering asset allocation, retirement accumulation and income strategy, tax-efficient portfolio transitions, estate planning, education planning, and business planning. The firm aims to align its interests with clients by acting as a fiduciary and avoiding third-party commissions or revenue-sharing arrangements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fees range from 0.10% to 1.25% depending on portfolio size and complexity. Pension and profit-sharing plans range from 0.20% to 0.40%. Fees are negotiable.