Jacob Stewart is a registered investment advisor at Scs Growth, based in Toquerville, UT, with 10 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
For assets under $100,000, an hourly charge of $300 will apply in addition to the basic investment platform charge. If the client prefers to use a different software or platform, any additional fees charged by an alternate platform will be added to these percentages, but will never exceed 2% of assets under management unless the client chooses to incur additional hourly charges for the management of assets totaling less than $100,000.
Fee Estimator
Location
Toquerville, UT
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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
Jacob is the Owner/CEO of SCS Legal, LLC, where he provides legal services and devotes nearly full-time hours. He is also a 50% Owner/Manager of Aligned Tax and Accounting, LLC, dedicating a few hours per week to managing client relationships and providing tax planning services.
Employment History
Current Registrations
Scs Growth
Previous Registrations
Alpine Capital Management, LLC
State Registrations1 state
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