William Skeean is a CFA-designated registered investment advisor at Scs Capital Management LLC, based in Atlanta, GA, with 19 years of industry experience. William 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
3333 Riverwood Pkwy, Suite 350, Atlanta, GA, 30339
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Regulatory History
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
William participates in investment committee meetings for the Atlanta History Center a couple of times per year, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Scs Capital Management LLC
Previous Registrations
Edge Capital Group, LLC
Edge Advisors, LLC
State Registrations1 state
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