S.C. Thomas & Associates, CPA, LLC provides investment advice and financial planning to individuals, high net-worth individuals, and businesses. The firm creates investment plans based on clients' goals and risk tolerance, and manages portfolios. Financial planning services cover areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. SCTA also offers tax preparation services.
Assets Under Management$93M
Clients107
Advisors1
Avg. per Client$870K
Avg. per Advisor$93M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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