AJ
AJ

Andrew Janfaza

21 Years of Experience
West Palm Beach, FL

Andrew Janfaza is a registered investment advisor at Scs Capital Management LLC, based in West Palm Beach, FL, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 6 more. Their firm serves 589 clients with $49B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
589 clients
Average Client Portfolio
$82.6M average
Assets Under Management
$48.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees are generally 0.75%, are negotiable, and vary based on assets under management, scope of services, and relationship origins. Family relationships are aggregated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

515 N Flagler Drive, Suite 1900, West Palm Beach, FL, 33401

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Andrew is a Trustee and Chair of the Investment Committee for Noble and Greenough School, an independent school. He attends approximately 6 committee meetings per year, dedicating minimal time to this role.

Employment History
Current Registrations
Scs Capital Management LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2021 - December 2022 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
April 2020 - December 2022 · 2 yrs 8 mos
Neuberger Berman Bd LLC
July 2018 - December 2019 · 1 yr 5 mos
Neuberger Berman Bd LLCBroker
July 2018 - December 2019 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2015 - July 2018 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - July 2018 · 3 yrs 5 mos
Deutsche Bank Securities INC.Broker
November 2002 - February 2008 · 5 yrs 3 mos
Goldman, Sachs & CO.Broker
August 1996 - December 2002 · 6 yrs 4 mos
State Registrations2 states
FLMA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors