Servant Capital Advisors (SCA) offers investment advisory, wealth management, and family office services to high-net-worth individuals and families. SCA uses a value investing approach with a long-term focus, aiming to minimize fees and taxes. SCA's services are tailored to each client’s specific needs, beginning with discussions to evaluate their goals, financial resources, and risk tolerance. SCA offers three service tiers: Investment Advisory Services, Wealth Management Services, and Family Office Services.
Assets Under Management$100M
Clients45
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Servant Capital Advisors offers investment advice for a flat annual fee, paid quarterly.
- Investment Advisory Services: $5,000 per year ($1,250 per quarter)
- Wealth Management Services: $10,000 per year ($2,500 per quarter)
Family Office Services fees are negotiated individually. SCA also offers other financial consulting services for $500/hour.
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