Sylo Planning provides investment management and financial planning services. Sylo Planning is a fee-only firm, meaning it only gets paid by its clients for its services. Sylo Planning may recommend third-party professionals such as attorneys, accountants, or insurance agents, but clients are not obligated to use them. Sylo Planning does not receive compensation from these third parties.
Assets Under Management$13M
Clients8
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.88% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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