SYKON Capital provides investment management services on a discretionary or non-discretionary basis, as well as financial planning and consulting. SYKON Capital works with clients to select investments based on their objectives, utilizing equity securities, fixed-income securities, alternatives, and mutual funds. The firm also offers a subscription-based service for market commentary and updates. SYKON Capital has a business relationship with tru Independence, LLC, and DPL Financial Partners, LLC.
Assets Under Management$330M
Clients704
Advisors5
Avg. per Client$470K
Avg. per Advisor$66M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Annual fee ranges up to 1.60%. Fees can be structured as a fixed percentage or a flat fee schedule. An inflation adjustment of 4% will be added to the agreed-upon fee each year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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