SCT Wealth Management offers investment management services and financial advice to individuals and small businesses. The firm creates customized asset allocations based on a client's risk tolerance and financial outlook, primarily using mutual funds and ETFs. SCT aims to help clients reach their long-term investment goals while preserving wealth through diversified portfolios.
Assets Under Management$11M
Clients10
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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