Sugar Maple Asset Management offers investment management services, creating portfolios based on client goals and risk tolerance, using stocks, bonds, mutual funds, and ETFs. They also offer retirement plan services, assisting with investment policy statements and monitoring investment performance. Sugar Maple can recommend sub-advisors to manage client assets. The firm also offers financial planning and consulting services.
Assets Under Management$260M
Clients205
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$86M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,000. An additional 0.40% may be charged for assets held in an irrevocable trust. A separate individual stock portfolio includes an additional 0.25% fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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