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Christopher Stone

8 Years of Experience
West Palm Beach, FL

Christopher Stone is a registered investment advisor at Scs Capital Management LLC, based in West Palm Beach, FL, with 8 years of industry experience. Christopher 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
79 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

515 N Flagler Drive, Suite 1900, West Palm Beach, FL, 33401

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Scs Capital Management LLC
December 2017 - Present · 8 yrs 10 mos
State Registrations2 states
FLMA
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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