Scala Capital is a registered investment advisor based in Miami, Florida, offering discretionary and non-discretionary portfolio management services. Scala Capital constructs portfolios using three main models tailored to client risk tolerances: conservative, moderate, and tactical. In addition to direct portfolio management, Scala Capital offers investment banking, mergers and acquisitions advice, and selects third-party money managers for clients. Scala Capital also manages several private investment funds for qualified investors. The firm tailors its investment strategies to individual financial situations, utilizing a variety of analytical methods including technical, fundamental, and cyclical analysis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be negotiated on a case-by-case basis. Certain qualified clients may also pay performance-based fees of up to 20% per year.