Sylvie MarchandCFP® · CIMA®
Founder · Marchand Private Wealth · New York, NY
★★★★★ 4.9(134+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
0.70%
Fee-only
Minimum
$1M
to start
Experience
22 yrs
advising clients
Response
within 2 hours
typical reply
About Sylvie
Sylvie left a bulge-bracket private bank to build the firm she thought her clients actually needed: fee-only, transparent, and structured like an institutional family office scaled down to households between one and twenty million.
Her client base skews toward founders and senior executives navigating their first serious liquidity - people who suddenly need estate structure, tax strategy, and an investment policy all in the same year.
Specialties & services
- Post-exit planning for founders and early employees
- Alternatives access typically gated at $5M+
- Coordinated estate counsel network
Best for
Executives and founders past their first liquidity event
Sound like you? Smart move: compare Sylvie against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Sylvie's availability alongside the alternatives — free.
Frequently asked about Sylvie Marchand
What are Sylvie Marchand's fees?
Sylvie Marchand of Marchand Private Wealth publishes a fee of 0.70% AUM (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Sylvie Marchand's account minimum?
Marchand Private Wealth lists a minimum of $1M in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Sylvie Marchand a fiduciary?
Sylvie Marchand operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Sylvie work with clients outside New York?
Yes — Marchand Private Wealth works with clients virtually nationwide, alongside in-person meetings in New York, NY.
How do I book a call with Sylvie Marchand?
Use the free AdvisoryReviews matcher to check Sylvie's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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