Settlement Capital Advisors (SCA) manages investment portfolios for individuals and trusts. SCA typically has the authority to make investment decisions for clients. SCA invests in equities, bonds, mutual funds, cash management, U.S. Treasuries, and certificates of deposit, specializing in dividend-yielding equities. SCA will agree to specific investment restrictions or guidelines upon a client’s written request.
Assets Under Management$88M
Clients108
Advisors3
Avg. per Client$820K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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