Skoufis Capital Management (SCM) offers investment management services on a discretionary basis, primarily constructing portfolios of individual stocks. SCM uses the CAN SLIM® Trading System to identify potential market leaders, combining fundamental and technical analysis. SCM may also recommend allocating assets among various debt and equity securities, mutual funds, and exchange-traded funds (ETFs) to meet client objectives. SCM does not provide custodial services; client assets are managed within their brokerage accounts.
Assets Under Management$11M
Clients40
Advisors1
Avg. per Client$280K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.40% |
Fees may be reduced or waived for directors, officers, and employees of SCM at the sole discretion of the Advisor. Investment Advisory Fees may be negotiated by SCM at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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