Sykon Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

SYKON Capital LLC is a registered investment advisor based in Harrison, New York, with an additional office in Jupiter, Florida. The firm provides a wide range of services including discretionary and non-discretionary investment management, financial planning, consulting services, and retirement plan advisory services. SYKON Capital primarily invests client portfolios in equities, fixed income, mutual funds, exchange-traded funds, and options, while also considering alternative investments and socially responsible or environmental, social, and governance strategies when appropriate. The firm tailors its services to individual client goals, risk tolerances, and time horizons. SYKON Capital does not impose a minimum account size to engage its services.

Assets Under Management$350M
Clients664
Advisors5
Avg. per Client$530K
Avg. per Advisor$70M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Maximum annual fee is 1.60%. Fees are negotiable and may be waived or varied on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

5 Advisors at this firm