SCM offers investment management services on a discretionary or non-discretionary basis. Discretionary services include designing, implementing, and monitoring investment portfolios. Non-discretionary services involve providing recommendations for client-managed investments. SCM does not offer tax preparation, tax advice, or legal counsel.
Assets Under Management$12M
Clients16
Advisors1
Avg. per Client$740K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are for Equity / Balanced Investment Objectives. For Fixed Income Investment Objectives: - First $500,000: 1.00% - Next $500,000: 0.75% - Next $2,000,000: 0.60% - Over $3,000,000: 0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...