Sippican Capital Advisors manages investment portfolios tailored to individual client needs, goals, and restrictions. They primarily invest in individual stocks and bonds. While they don't offer financial planning as a main service, they advise clients on retirement, estate, and tax planning matters. Services are offered on a discretionary or non-discretionary basis.
Assets Under Management$160M
Clients150
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$80M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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