StrataCore Capital Management (SCM) offers investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. SCM provides both discretionary and non-discretionary asset management services. For retirement plans, SCM acts as a limited scope advisor, assisting plan sponsors with investment decisions. SCM also manages variable annuity products. Investment strategies are tailored to each client's goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$97M
Clients111
Advisors2
Avg. per Client$870K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Annual fee may be negotiable for amounts over $1,000,000. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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