Honest Fees, Aligned Success

Clear pricing designed to grow your wealth - not our profits

Our Commitment to Transparency

Let's talk about something most financial firms avoid: fees. At Sykora Financial, we believe transparency isn't just a buzzword—it's a promise. We're a fee-based wealth management firm, which means our interests are aligned with yours. No hidden costs, no surprises. Just clear, competitive pricing that puts you in control.

Here's the best part: new clients pay nothing for financial planning. That's right—our comprehensive financial planning services are offered at no cost to clients who invest with us. Why? Because we want to prove our value before you commit. It's that simple.

How Our Fees Work

We're committed to keeping your costs low while delivering exceptional service. Here's the breakdown:

  • Financial Planning: Free for new clients who invest with us. We'll create a tailored plan to help you achieve your goals—no strings attached.
  • Investment Management Fees: Our ongoing fees are competitive and follow a sliding scale. The more you invest, the less you pay as a percentage of your assets.
  • Insurance Commissions: We receive commissions from insurance companies for the sale of insurance products. These are determined by the insurers, not by us.

Investment Management Fees

Assets Managed Annual Fee (% of assets managed)
$1 – $100,000 1.25%
$100,001 – $500,000 1.00%
$500,001 – $1,000,000 0.90%
$1,000,001 – $3,000,000 0.80%
Amounts over $3,000,001 negotiable

What You Can Expect

Transparency is at the heart of everything we do. Here's how we ensure you're always in the know:

  • Full Disclosure: All fees are clearly explained and approved by you before any charges are applied.
  • No Hidden Costs: We don't believe in burying fees in fine print. What you see is what you get.
  • Collaborative Approach: If we work with other professionals like lawyers or accountants, they'll bill you directly for their services.

Why Choose Sykora Financial?

We're not just another wealth management firm. We're your partners in building and preserving your wealth. Here's what sets us apart:

  • Fee-Based Structure: Our fees are tied to the value we provide, not the products we sell.
  • Competitive Pricing: Our sliding scale ensures you pay less as your investments grow.
  • No-Obligation Planning: Try us out with no upfront costs. We're confident you'll see the value in what we do.
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Ready to Get Started?

At Sykora Financial, we believe you deserve a financial partner who's as transparent as they are knowledgeable. Contact us today to learn more about our fees and how we can help you achieve your financial goals.