Stout Capital Management (SCM) is a registered investment advisor that offers investment management and financial planning services. SCM builds client portfolios using academic research, asset allocation, global diversification, and low-cost mutual funds. SCM provides three service models: Wealth Management, Investment Management (small accounts), and hourly consulting. SCM also advises companies and plan sponsors for their qualified retirement plans.
Assets Under Management$77M
Clients36
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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