Sivia Capital Partners, LLC

Fee-Only (% of Portfolio)

Sivia Capital Partners offers ongoing, tailored financial management services to wealthy individuals and families. Sivia reviews clients' financial situations, including assets, liabilities, income, and expenses, and provides advice on asset management, financial planning, and family office services. Sivia manages assets on a discretionary basis, buying and selling securities without prior client approval, but clients can impose restrictions on their investments.

Assets Under Management$640M
Clients55
Advisors2
Avg. per Client$12M
Avg. per Advisor$320M

Fee Structure

Minimum Investment:$10M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and may be lower based on various factors. The annual fee is up to 2%.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm