Scs Capital Management LLC

Assets Under Management

$43.1B

Number of Clients

597

Number of Advisors

81

Average Client AUM

$72.3M

AUM per Advisor

$532.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

SCS Capital Management provides investment advisory and wealth management services to high net worth individuals, families, and institutions. Services include wealth management strategy, income and cash flow planning, tax planning, and philanthropic strategy. SCS also manages pooled investment vehicles.

Fee Structure

Minimum Investment:$30M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $30.0M0.75%
$30.0M - $100.0M0.50%
$100.0M - $250.0M0.40%
$250M+0.35%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location

888 Boylston Street, Suite 1010, Boston, MA, 02199

81 Advisors at this firm

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