Sygnus Wealth PR offers investment advice and manages assets for high-net-worth individuals, families, trusts, and affiliated entities. They select, monitor, and review client portfolios using separately managed accounts. Clients work with Sygnus to establish investment guidelines and restrictions. Sygnus prepares an Investment Policy Statement for each client, which serves as a roadmap for the client’s investment strategy. Sygnus may recommend broker-dealers with whom they have existing relationships.
Assets Under Management$12M
Clients15
Advisors1
Avg. per Client$820K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees, account minimums and payment terms are negotiable depending on each client’s particular situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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