Scratch Capital provides investment management services, creating personalized strategies based on client goals and risk tolerance. They may use sub-advisors to manage client assets. For clients with $480,000 or more managed by Scratch Capital, ongoing financial planning is included, covering areas like estate planning, investments, taxes, and retirement income. Scratch Capital also offers financial planning and consulting services for a separate fee. They also provide services to qualified retirement plans as an ERISA 3(38) advisor.
Assets Under Management$140M
Clients108
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $30.0M | 0.40% |
| $30M+ | 0.25% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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