Suncoast Capital Management (SCM) provides ongoing portfolio management services tailored to individual client goals, objectives, and risk tolerance. SCM creates an Investment Policy Statement for each client. SCM primarily recommends option premium selling, but may use other securities to diversify portfolios. SCM requires authority to make trades without asking first. SCM generally provides advisory services to high-net-worth individuals.
Assets Under Management$1M
Clients1
Advisors3
Avg. per Client$1M
Avg. per Advisor$330K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Suncoast Capital Management charges a fee based on your portfolio's performance. You'll pay 2% of your portfolio's value each year, plus 20% of any increase in value. If your portfolio loses value, you won't pay the 20% performance fee until it reaches its previous high value. These fees are negotiable.
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