SBC Investment Management (SBCIM) offers investment management and financial planning services. For investment management, SBCIM creates a portfolio based on your individual needs, goals, and risk tolerance. They manage these accounts with the ability to make trades without asking you first. SBCIM also offers financial planning services, which may include cash flow planning, retirement planning, insurance planning, estate planning, investment analysis, and limited tax planning. SBCIM also provides free educational workshops on personal finance topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
SBCIM retains the discretion to negotiate alternative fees on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of our firm. Fees for non-discretionary investment advisory services will not exceed the above fee schedule and are determined on a case-by-case basis.