Sujit Naran is a registered investment advisor at Scn Capital, based in San Clemente, CA, with 9 years of industry experience. Sujit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.75% |
Fees are straight-tier (flat-fee schedule applied to the entire balance). All fees are negotiable at SCN Capital's discretion.
Fee Estimator
Location
136 Calle De Los Molinos, San Clemente, CA, 92672
Get directionsHistory
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 →Employment History
Current Registrations
Scn Capital
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Broadridge Business Process Outsourcing, LLCBroker
Great Pacific SecuritiesBroker
Liquidnet, INC.Broker
Marketaxess CorporationBroker
Finacorp SecuritiesBroker
State Registrations1 state
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
More Advisors
- William Hall, CFPJ. W. Cole Advisors, INC.
- Nicholas Lemus, CFA, CFPSummit Wealth and Retirement Partners
- Donald Harrell, CFPLPL Financial LLC
- Ruben Smith, CFPLPL Financial LLC
- Thomas Snyder, CFALPL Financial LLC
- Ryan Maroney, CFPCreative Planning