First Sigma Capital LLC

Fee-Only (% of Portfolio)

First Sigma Capital LLC provides investment advice to clients through managing their investments. First Sigma Capital does not provide financial planning, estate planning, insurance products, tax advice, or accounting services. The firm manages client accounts according to a common investment strategy, but portfolios may differ based on various factors. Clients may not impose restrictions on particular securities except to satisfy certain requirements.

Assets Under Management$6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm