Sustainable Investment Partners (SIP) offers investment management for endowments, foundations, non-profits, and small businesses, as well as personal wealth solutions for individuals. SIP also provides retirement plan services to employer plan sponsors. For individuals, SIP creates personalized investment plans based on their goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. SIP also offers project-based financial planning services covering various financial areas. SIP does not sell insurance or receive commissions.
Assets Under Management$3.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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