SML Capital LLC (SC) offers investment management services, determining a client's financial situation and investment objectives through a consultation. SC creates portfolios with various investments, adjusting them based on client changes or market conditions. Clients receive confirmations and quarterly statements from the custodian and can discuss their accounts with SC during business hours.
Assets Under Management$18M
Clients45
Advisors1
Avg. per Client$400K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be lower than 2%. In certain instances, SC charges performance-based fees based on quarterly periods when an account’s ending value is higher than the ending value of the previous quarter, provided that the asset value has reached a new high-water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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