Sicart Associates offers investment advisory services on a discretionary basis, tailoring its approach to each client's unique financial objectives and circumstances. Sicart's professionals meet with clients to review their investment accounts, financial needs, and overall financial position. They may also provide recommendations on investments not managed by Sicart. Sicart also advises family clients by delivering tailored family-centric wealth management services and solutions which are customized to address each family’s wealth dynamic. The firm may offer trustee services for clients, which involve fiduciary responsibilities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees are negotiable, especially for accounts over $25,000,000. Clients transferring accounts from another firm may continue to be charged their prior fee, or the above schedule, whichever is lower.