Sigma Advisors is a wealth management firm that offers financial planning and investment management services to individuals, trusts, estates, non-profit organizations, and single-family offices. Sigma helps clients define their investment goals and creates customized investment programs. Sigma typically uses exchange-traded funds and no-load mutual funds with a passive investment approach. Sigma does not have authority to make trades without asking first.
Assets Under Management$65M
Clients12
Advisors1
Avg. per Client$5.4M
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management
Sigma Advisors charges a flat annual fee for its services, which is negotiated with each client. The fee depends on how complex your situation is and the amount of work Sigma is expected to do. Sigma does not charge a fee based on the value of your portfolio.
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