Sikes Financial Services provides investment management where they determine what to buy and sell, but you have to approve each trade. They also offer financial planning covering topics like retirement, taxes, and estate planning. You can put restrictions on the types of investments they make for you. Agreements can't be transferred without your permission.
Assets Under Management$4.1M
Clients23
Advisors1
Avg. per Client$180K
Avg. per Advisor$4.1M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $750K | 1.60% |
| $750K - $1.0M | 1.40% |
| $1M+ | 1.40% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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