Sarasota Capital Strategies (SCS) offers investment management using exchange traded funds, mutual funds, and individual stocks, aiming for absolute returns. SCS also provides financial planning services, creating detailed plans to help clients achieve their financial goals. These plans cover various aspects like estate planning, tax analysis, and retirement planning. Clients can implement these plans themselves or engage SCS for ongoing investment management.
Assets Under Management$58M
Clients122
Advisors2
Avg. per Client$480K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable based on unique circumstances. Lower fees for comparable services may be available from other sources. The value of accounts within a household are considered as one for fee calculation purposes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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