Stratus Capital Management (SCM) offers financial solutions built on transparency, knowledge, confidence, and commitment. SCM takes a holistic approach, starting with a Discovery Meeting to understand your goals, expectations, and concerns. SCM develops a risk-based asset allocation strategy, business strategy, and legacy plan to manage your wealth. SCM also offers financial planning and investment consulting services.
Assets Under Management$75M
Clients31
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.40% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees may be negotiable within each tier. If a sub-advisor manages your account, the sub-advisor receives 0.40% of the market value of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...