SC Wealth Advisors offers investment advice, including asset allocation and portfolio management, and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy. For some clients, they may use a third-party platform to manage held-away assets like 401(k) accounts. They also offer pension consulting services for qualified plan clients. SC Wealth Advisors may recommend third-party money managers.
Fee Structure
SC Wealth Advisors charges up to 2.5% of your portfolio value annually, paid monthly. This fee may cover the costs of sub-advisors, program administration, trading, and settlement if they use a third-party money manager. The fee may be adjusted for contributions or withdrawals. Fees for accounts on sub-advisor platforms are based on the average daily balance.