SC&H Wealth offers a comprehensive suite of financial advisory services tailored to individual needs. The firm provides holistic financial planning, covering areas such as tax planning and compliance, retirement strategies, estate planning, education funding, and insurance analysis. For investment management, SC&H Wealth offers two primary programs: SC&H Wealth Management, designed for clients with substantial investable assets, and SC&H Core, which is geared toward individuals in the wealth-accumulation stage. Both programs involve customized asset allocation and portfolio management using mutual funds and exchange-traded funds. Additionally, the firm can recommend third-party manager platforms, such as the Dimensional Fund Advisors separately managed account program. SC&H Wealth emphasizes a long-term approach to investing, aiming to increase capital and manage risk through disciplined growth and value strategies. The firm also provides retirement plan consulting for employee benefit plans and tax preparation services through its affiliated network.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Schedule reflects SC&H Wealth Management rates. SC&H Core uses a separate fee schedule starting at 1.65% for accounts up to $50,000 with no minimum annual fee. Fees are negotiable.