Santa Cruz Wealth Management (SCWM) offers personalized financial planning and investment management services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. SCWM provides advice through consultations, covering financial objectives, cash flow management, insurance review, investment management, education funding, retirement planning, and estate planning. SCWM also acts as an ERISA plan administrator for 401k plans.
Assets Under Management$3M
Clients15
Advisors1
Avg. per Client$200K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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