SCD Capital provides ongoing investment advice to clients based on their individual needs. This includes creating an investment strategy, setting a personal investment policy, selecting assets, and monitoring the portfolio. SCD Capital invests in stocks, ETFs, closed-end funds, and money market accounts. SCD Capital also manages a private fund, Daily Capital Partners, LP.
Assets Under Management$9.5M
Clients23
Advisors1
Avg. per Client$410K
Avg. per Advisor$9.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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