A complete list of active advisors currently associated with Sigma Advisors, LLC
Warmer can help you find a great advisor at Sigma Advisors, LLC or one who fits your needs even better.
The firm provides financial planning, investment management, and single-family office services to individuals (including trusts and estates), foundations, and single-family offices, and works with high- and ultra-high-net-worth clients. Like many independent advisers, it focuses on portfolio management and financial planning for individual and institutional clients. Portfolios are typically built with passive, low‑turnover ETFs and no‑load mutual funds, guided by a signed Investment Policy Statement and periodic reviews. The firm manages approximately $65 million, all on a non‑discretionary basis, and charges a negotiated flat annual fee rather than a percentage‑of‑AUM fee. The firm’s principal also maintains an active legal practice and, in some cases, may provide legal services to advisory clients; clients who receive legal work must sign a disclosure and the firm has policies intended to mitigate related conflicts of interest. Serving as manager of a single‑family office while maintaining a small client base and a non‑discretionary, flat‑fee business model distinguishes the firm from many peers.
To learn more about the advisors currently working at Sigma Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St. Louis, MO
| 10
|
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