Scale Investment Group provides investment management services to individuals, high net worth individuals, and institutional clients like pension plans. They specialize in low-cost investment solutions using diversified investment vehicles like collective trust funds, mutual funds, and ETFs. They offer both discretionary and non-discretionary advice, tailoring portfolios to client objectives and risk tolerance. They also offer sub-advisory services to other investment advisors.
Assets Under Management$3.4M
Clients8
Advisors1
Avg. per Client$430K
Avg. per Advisor$3.4M
Fee Structure
Investment management only (planning not offered)
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 in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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