Sykes Financial Services offers personalized financial planning and investment management. Advice covers financial objectives, problem identification, cash flow, tax, insurance, investments, education, retirement, and estate planning. Sykes Financial Services is a fee-only firm and doesn't receive commissions. Investment decisions are made with the client's input, and the client retains asset control. Sykes Financial Services places trades for clients as a discretionary advisor.
Assets Under Management$31M
Clients111
Advisors1
Avg. per Client$280K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.40% |
| $750K+ | 0.80% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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