Syon Capital offers investment management services to individuals, high net worth individuals, families, family offices, trusts, businesses, charitable foundations, and retirement/profit-sharing plans. Syon customizes its advice to each client's objectives and financial needs. Syon may also provide financial planning services, but not on a standalone basis. Syon may recommend unaffiliated money managers or investment platforms to clients.
Assets Under Management$2.9B
Clients54
Advisors10
Avg. per Client$54M
Avg. per Advisor$290M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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