Sycamore Investment Consulting Services, LLC

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Client assets under management

$95,191,213

Clients

73% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,572,735

About

Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit‑sharing plans, and charitable organizations, with a client base weighted toward individual and high‑net‑worth clients. The firm manages most client portfolios on a discretionary basis and also offers non‑discretionary, fee‑based planning engagements that can be scoped and limited by hours each year.

Sycamore employs a top‑down, asset‑allocation process that emphasizes mutual funds (primarily actively managed, with some passive index exposure) and begins with a risk tolerance assessment and a written investment policy statement; portfolios are customized for each client rather than applied from universal models. Regular reporting and reviews are provided (quarterly reporting and recommended annual reviews), and the firm may use margin or make short‑term transactions when client cash needs or market conditions require it.

What distinguishes Sycamore from many peers is the firm’s industry affiliations and operational arrangements: its principals are also owners and registered representatives of Buttonwood Partners, Inc., a broker‑dealer the firm commonly recommends for execution and administrative services, a relationship that can generate transaction commissions and continuing 12b‑1 revenue and is disclosed as a conflict of interest. Sycamore has also entered into a fee‑sharing arrangement with an outside investment adviser for a portion of one client’s portfolio (Jacobson & Schmitt) and recently transitioned from state to SEC registration, features that make its business model less typical among similarly sized advisers.

Client services

Financial planning Portfolio management Investment consulting

Expertise

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting

Fee options

Percentage

$0 - $1,000,000: 1.00% annually >$1,000,000 - $5,000,000: 0.80% annually >$5,000,000+: 0.70% annually

Project-based

Hourly fees charged for Review work beyond 10 hours, established in advance.

Other

Account minimum: $500,000 Minimum fee: $250 per quarter minimum gross fee for Investment Management Services Fee-only: Base Investment Consulting Services fee $2,500 (split as $1,250 initially and $1,250 after service); Follow-up Services $2,500 annually (split as $1,250 initially and $1,250 after service). Fees are negotiable. Additional hourly fees apply for services beyond 10 hours.

Main office location

Sycamore Investment Consulting Services, LLC

701 Deming Way, Suite 100

Madison WI 53717, United States

Number of offices

Most active in

Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

608-827-6414

Advisors at this firm

Jodie M

Series 63, Series 65

Madison, WI

Sycamore Investment Consulting Services, LLC

Jodie Mclellan is a financial advisor at Sycamore Investment Consulting Services, LLC with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Buttonwood Partners, Inc. since 2003. Mclellan serves as a volunteer board member of the Australian Shepherd Club of America. Sycamore Investment Consulting Services, LLC provides investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation process emphasizing actively managed mutual funds and customizes portfolios based on client risk tolerance and investment policy statements.

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting

Gregory R

CFP®, Series 63, Series 65

Madison, WI

Sycamore Investment Consulting Services, LLC

Gregory Rademacher is a Certified Financial Planner® with 27 years of industry experience. He is the founder of Sycamore Investment Consulting Services, LLC, where he has worked since 2003, and also has a long tenure with Buttonwood Partners, Inc. In addition to his advisory work, he serves as treasurer of Mount Olive Lutheran Church in Madison, WI, and holds board positions with the Wisconsin Association of Charitable Gift Planners and the United Way of Dane County Foundation. Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation approach centered on actively managed mutual funds and customizes portfolios based on client risk tolerance and investment policy statements.

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting

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