SIP Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,426,149
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
88
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
88
Average account size
$277,570
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Financial planning fixed fees range from $500 to $5,000, negotiable.
$0 - $500,000: 1.25% $500,001+: 1.00%
Financial planning hourly fees typically range from $150 to $250 per hour.
Account minimum: No minimum stated; firm may terminate accounts considered too small to effectively manage Fee-only: Financial planning fees typically range $150 to $250 per hour or fixed fees from $500 to $5,000, negotiable.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
SIP Financial Services
133 Saratoga Road, Suite #5
Glenville NY 12302, United States
Number of offices
1
Forms ADV
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