SCM Investment Services manages individually tailored investment portfolios and offers project-based financial consulting for individuals, families, and businesses. Using an evidence-based, long-term approach grounded in modern portfolio theory, SCM Investment Services builds diversified portfolios primarily consisting of low-cost index and exchange-traded funds. The firm provides ongoing portfolio management services, as well as project-based consulting on topics such as retirement planning, college savings, employee benefits optimization, estate planning, tax planning strategies, and risk assessment. SCM Investment Services operates independently and works with third-party platforms and custodians such as Betterment and Charles Schwab to execute trades and hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are blended across tiers. Minimum annual fee is $1,000.