sigma3capital provides investment management and financial planning services. Investment management involves creating a portfolio based on your goals, risk tolerance, and time horizon. Financial planning covers various aspects like retirement, taxes, insurance, and estate planning. sigma3capital will evaluate your current and future financial state to predict future cash flows, asset values and withdrawal plans.
Assets Under Management$17M
Clients65
Advisors1
Avg. per Client$260K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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