SCS Capital Management LLC provides personalized investment advisory and wealth management services primarily to high-net-worth individuals, family trusts, foundations, and institutional investors. SCS designs integrated wealth management strategies that encompass asset allocation, investment manager selection and monitoring, retirement planning, income and cash flow planning, tax planning, and philanthropic strategies. The firm manages both traditional and alternative investments, utilizing external managers and proprietary pooled investment vehicles such as private equity, credit, real assets, and hedge funds. SCS operates as a subsidiary of Focus Financial Partners, LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are generally 0.75%, are negotiable, and vary based on assets under management, scope of services, and relationship origins. Family relationships are aggregated.