Scundi Investment Management (SIM) provides investment advice to individually managed accounts. SIM acts with authority to make trades without asking first. SIM works with clients to establish an investment plan that sets defined parameters and asset allocation mix. SIM considers your tax consequences and tracks cost basis information. SIM manages approximately $500,000.
Assets Under Management$500K
Clients1
Advisors1
Avg. per Client$500K
Avg. per Advisor$500K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...