Fees

As a fee-only investment advisor, our firm’s incentives align seamlessly with our clients’ goals. When our clients succeed, Sidoxia succeeds. Unlike countless brokerage firms, banks, or insurance companies, Sidoxia has no products to sell. Since Sidoxia charges investment management fees as a percentage of client assets under management, Sidoxia’s financial effectiveness is closely tied to the growth of our clients’ assets. Investment advisory fees are paid from investment accounts after each calendar quarter based upon our fee schedule that ranges from 0.75% of assets under management (AUM) to 1.25% of AUM. Fees for other services will be determined based on other appropriate measures.

Based on Sidoxia's firm commitment to charitable community involvement, initial consultation fees charged to prospective clients are directed to their charity of choice. Moreover, one percent of Sidoxia's profits are donated to charitable community programs (see also 'Community' link).

Our firm strongly believes that possessing a proven, disciplined process that focuses on maximizing risk-adjusted returns, managing tax efficiency, and providing competitive fees is the best approach to achieving superior long-term investment results. Although clients may choose to pay for services provided by trusted professional partners, Sidoxia will receive no related commissions, loads, or referral fees.

We are committed to operating with the highest standards of integrity and providing impartial, transparent disclosure relating to any current or potential future conflicts of interest. We are confident that the trust we earn from our clients is the trust that will allow Sidoxia to thrive.

©2010 Sidoxia Capital Management, LLC. All rights reserved.