Stifel Capital Management (SCM) is a fixed income manager that provides investment management services through separately managed accounts for various clients, including public and private institutions, corporations, and high net worth individuals. SCM also manages wrap accounts and directed brokerage accounts. SCM offers a range of fixed income strategies and permits clients to impose reasonable investment restrictions.
Fee Structure
Stifel Capital Management (SCM) charges an annual fee for investment services based on a percentage of the value of your portfolio. These fees generally range from 0.05% to 0.30% annually. The fee is negotiable on a case-by-case basis. Fees are billed quarterly in advance based on the portfolio's value on the last market day of the previous quarter. If you end the agreement early, any prepaid fees will be refunded proportionally.