Scenic Wealth Management offers investment advice to individuals and other entities. Scenic Wealth Management specializes in asset management and financial planning. For asset management, Scenic Wealth Management creates a portfolio of individual stocks or bonds, exchange traded funds, options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs.
Assets Under Management$54M
Clients45
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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