Six Sigma Wealth Advisors is a fee-based investment management firm that helps clients build, manage, and preserve their wealth. They offer financial planning services covering areas like financial position, protection planning, investment planning, income tax planning, retirement planning, and estate planning. They also provide consulting services on insurance, tax, budgetary planning, estate planning, and business planning. Securities transactions are generally executed through Interactive Brokers LLC.
Fee Structure
Six Sigma Wealth Advisors charges a percentage of your assets under management. The fee schedule varies depending on whether the account is subject to federal retirement plan rules (ERISA) or not.
For accounts NOT subject to ERISA:
- First $1M: 2.50% per year
- $1M - $5M: 1.50% per year
- $5M - $25M: 1.00% per year
- Over $25M: 0.50% per year
For accounts subject to ERISA:
- First $1M: 2.00% per year
- $1M - $5M: 1.50% per year
- $5M - $25M: 1.00% per year
- Over $25M: 0.50% per year
These fees are paid quarterly in advance. You may also incur charges from third parties, such as custodial fees and brokerage commissions. Six Sigma may invest your assets in mutual funds or exchange-traded funds, which have their own management fees.