SDC Advisory is a registered investment advisory firm offering wealth management and financial planning services. Wealth management is provided on a discretionary basis, with portfolios customized to client needs and goals. Financial planning services encompass advice on various areas, including real estate, retirement, estate, and tax planning. Clients are not obligated to implement recommendations through SDC Advisory.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset management fees are negotiable depending upon the complexity of the client’s financial situation and the scope of services rendered. The Firm may also charge a quarterly performance fee of 20% of net profits.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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