Scionai

Fee-Only (% of Portfolio)Fixed/Hourly

ScionAI, LLC provides investment management services using customized advice based on client needs and objectives, investing in proprietary equity portfolios. ScionAI also partners with private funds, providing stock selection recommendations. Hourly consulting services are available for equity holdings at $200/hour. ScionAI actively monitors the market and informs clients of changes.

Assets Under Management$490K
Clients6
Advisors1
Avg. per Client$82K
Avg. per Advisor$490K

Fee Structure

Investment management only (planning not offered)

ScionAI offers portfolio management services to qualified and retail clients. Fees are negotiable, but the standard fee for qualified clients is 2% of the portfolio and 20% of performance. Retail clients are charged up to 2.99% of the portfolio. There is an early termination fee of 2.99% of the account value if clients terminate the service before one year.

Loading...
Location

1 Advisors at this firm