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Rory Wilfork

21 Years of Experience
Los Angeles, CA
1 Disclosure

Rory Wilfork is a registered investment advisor at Scs Capital Management LLC, based in Los Angeles, CA, with 21 years of industry experience. Rory 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
80 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
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Location

9777 Wilshire Blvd, Suite 818, Los Angeles, CA, 90212

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
June 2018
Employment History
Current Registrations
Scs Capital Management LLC
January 2021 - Present · 5 yrs 9 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.
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