SCW Wealth Management offers investment management services tailored to your goals and risk tolerance. They provide both discretionary and non-discretionary investment management. As part of the investment management process, SCW provides ongoing, comprehensive financial planning services at no additional charge. SCW does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The investment management fee charged is subject to negotiation with each client based on factors including the size of the account, the complexity of the client’s investment portfolio, specialized investment strategies, reporting requirements, and other client-specific needs. While fees may be negotiated lower than the standard rate in certain circumstances, the investment management fee may also be higher, where warranted by the scope and complexity of services provided, but will not exceed 2.00% annually.