Sycamore Financial Planning provides financial planning and investment management services. They offer three service programs: Financial Planning (hourly), Financial Planning Plus (fixed fee with investment management), and Business (for employees, paid by the business). Sycamore works with clients to define goals, analyze their financial situation, and provide recommendations. Clients can impose restrictions on investments and are responsible for notifying Sycamore of any changes in their financial situation.
Fee Structure
Sycamore Financial Planning offers investment management as part of their Financial Planning Plus and Business services. These services are billed under an annual fixed fee, with a minimum of $3,950 per year, though this may be discounted. The fee covers both ongoing planning and investment management. The annual fee is based on the services provided, the number of investment accounts, the complexity of your situation, any parameters you’ve provided for investment recommendations, and the amount of household investment assets. Fees are billed quarterly in arrears.
