Smead Capital Management provides investment management services for stocks, certificates of deposit, mutual fund shares, and US government securities. SCM's investment approach focuses on companies that meet specific criteria, including having an economic need, a strong competitive advantage, a history of profitability, and high free cash flow. SCM manages investments for individuals, mutual funds, family offices, and institutions.
Assets Under Management$7.2B
Clients131
Advisors6
Avg. per Client$55M
Avg. per Advisor$1.2B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable. SCM provides portfolio management or Sub-Manager services for UMA wrap fee programs at negotiated rates. The fees may be the same or slightly lower than the fee charged on all managed equity accounts due to the level of portfolio management services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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