Skill Capital Management (SCM) is an investment management firm that invests client assets in Vanguard index mutual funds. SCM offers several portfolio types with different stock/bond allocations to suit client needs. SCM rebalances client portfolios four times per year using a pre-determined model.
Assets Under Management$38M
Clients11
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Skill Capital Management charges an annual fee based on the value of your portfolio. The specific fee is not listed in this brochure.
Loading...