RW
RW
Rory Wilfork is a registered investment advisor at Scs Capital Management LLC, based in Boston, MA, with 20 years of industry experience. Rory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 597 clients with $43B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
597 clients
Average Client Portfolio
$72.3M average
Assets Under Management
$43.1B
Fee Structure
Minimum Investment:$30M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 0.75% |
| $30.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.40% |
| $250M+ | 0.35% |
Fees may be negotiable. All family relationships are aggregated to determine the blended fee rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
888 Boylston Street, Suite 1010, Boston, MA, 02199
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
June 2018Employment History
Current Registrations
Scs Capital Management LLC
January 2021 - Present · 5 yrs 8 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
October 2015 - July 2018 · 2 yrs 9 mos
Mf Global INC.Broker
September 2010 - December 2011 · 1 yr 3 mos
Goldman, Sachs & CO.Broker
January 1998 - May 2009 · 11 yrs 4 mos
State Registrations1 state
CA
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.