SCN Capital Management offers personal financial planning and investment portfolio management services tailored to individual client goals. Financial planning includes investment advice, goal setting, budgeting, tax planning, insurance evaluation, education planning, retirement planning, and estate planning. Investment management focuses on various securities, including equities, debt, and investment company products.
Assets Under Management$58M
Clients48
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.38% |
Fees are not negotiable. Related accounts may be combined for fee purposes. Certain fees may be waived for a specific period of time, under limited circumstances, at the sole discretion of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...