SCW Wealth Management is a registered investment advisor based in North Carolina that offers discretionary and non-discretionary investment management services. SCW Wealth Management builds customized portfolios using low-cost mutual funds, exchange-traded funds, individual securities, and fixed income investments based on each client's specific goals, risk tolerance, and time horizon. Alongside portfolio management, SCW Wealth Management provides ongoing, comprehensive financial planning—covering investment planning, retirement planning, estate planning, college planning, and debt management—at no additional charge. The firm takes a long-term approach rooted in modern portfolio theory and fundamental analysis. SCW Wealth Management works with individuals, high-net-worth individuals, trusts, estates, and businesses, requiring no minimum account balance to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard annual fee is 1.25%, which is negotiable based on account size and portfolio complexity up to a maximum of 2.00%. Comprehensive financial planning is included at no extra charge.