Sylamore Investments manages investment portfolios for individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, and small businesses. They focus on long-term total returns while being tax efficient and delivering the service at a low fee. Sylamore Investments manages assets on a discretionary basis.
Assets Under Management$82M
Clients80
Advisors1
Avg. per Client$1M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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