Scale Investment Group manages investment portfolios and provides advisory services for individuals, high net worth clients, and institutional clients such as pension plans. Scale Investment Group specializes in low-cost investment solutions, focusing on diversified investment vehicles like mutual funds. For private clients, Scale Investment Group offers both discretionary and non-discretionary portfolio management, obtaining information about each client's financial situation, risk tolerance, and objectives to recommend suitable diversified fund portfolios. Scale Investment Group also provides services for qualified retirement plans under federal retirement plan rules, acting as either a registered investment advisor or a portfolio manager with the authority to make trades without asking first, as well as offering one-on-one investment advice to retirement plan participants and project-based consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees can be negotiated under certain circumstances.