St. Croix Advisors, LLC (SCA) provides financial planning and consulting, company-sponsored retirement plans, and investment management services. SCA works with outside providers to help clients meet their goals. SCA manages investment strategy via asset allocation portfolios based on client expectations for risk, time horizon, and returns. SCA primarily utilizes outside Independent Investment Managers and Registered Investment Advisory Firms for its investment clients.
Assets Under Management$22M
Clients7
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$22M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be decreased based on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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