Stinson Capital Management (SCM) manages financial assets and investment portfolios. SCM also offers financial planning and consulting services, including divorce financial analysis. SCM provides discretionary investment management services to individuals, trusts, corporations, and business entities. SCM's investment approach focuses on fundamental analysis and seeks high-quality, conservatively valued securities.
Assets Under Management$43M
Clients37
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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