Sycomore Financial offers personalized financial planning and investment management services for individuals. The firm focuses on passive investing strategies using index funds and exchange-traded funds, while also offering guidance on retirement planning, tax strategies, cash flow, estate planning, and risk management. Sycomore Financial provides continuous support through ongoing financial planning engagements or project-based advice, helping clients navigate their long-term financial goals.
Assets Under Management$14M
Clients50
Advisors1
Avg. per Client$280K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Investment management services are included as part of Sycomore Financial's ongoing comprehensive financial planning. If you choose to use an outside manager such as Betterment, they will separately debit your account for their fee.
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