Sirmium Capital offers investment advisory services tailored to each client's needs. They allocate investments among stocks, bonds, mutual funds, and exchange-traded funds (ETFs), providing ongoing monitoring and review. Sirmium Capital also provides a monthly newsletter with market updates and portfolio reviews. They may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$6.5M
Clients61
Advisors1
Avg. per Client$110K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Sirmium Capital charges a percentage of the value of your investments each year.
- For accounts less than $1.1 million, the fee is 2% per year.
- For first responders, active military, reservists, or veterans (unless their account is greater than $1.1mn) the fee is 1% per year.
For clients with assets above $1.1 million, the firm charges 0.5% of assets and 25% of profits above a 4% annual threshold. If the firm does not return 4% by the end of the year, then they only take 0.5%.
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