Sitrin Capital Management provides asset management and financial planning services to help clients meet their financial goals. They meet with clients to understand their financial situation, goals, and risk tolerance, then propose an investment approach. They manage client accounts, review them regularly, and rebalance them as needed. Clients must notify Sitrin of any significant changes to their financial or personal circumstances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee charged by the firm shall not exceed 2.0% of the client’s total assets under value but will vary depending on the market value of the gross assets under management and the type of investment management services to be rendered (including account composition). SCM, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.