Strategic Capital Allocation Group (SCA Group) offers investment advice to institutions and high-net-worth individuals. They focus on designing portfolios that diversify across uncorrelated risks. SCA Group uses its patented computer programs to create hypothetical portfolio allocations tailored to each client. They offer both discretionary and non-discretionary services. SCA Group also provides ongoing performance evaluation and portfolio monitoring.
Assets Under Management$6.8B
Clients16
Advisors1
Avg. per Client$430M
Avg. per Advisor$6.8B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The fee is 0.5% for non-discretionary accounts and 1.00% for discretionary accounts (QMS). The annual fee may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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