SCS Asset Management offers personalized investment advice and portfolio management services. They provide both discretionary and non-discretionary portfolio management, tailoring advice to meet individual client needs and investment objectives. They also offer hourly consulting services for specific financial areas like investments or financial decision-making. SCS Asset Management also provides pension consulting services to employee benefit plans.
Assets Under Management$30M
Clients67
Advisors2
Avg. per Client$450K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $700K | 1.75% |
| $700K - $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for assets greater than $20,000,000. There is an additional 0.05% charge per year for each additional account when managing a "household" account. Fees will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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