Standish Capital Management (SCM) offers investment management to individuals, high-net-worth individuals, and small businesses. SCM uses a systematic, large/mid cap growth-based equity strategy, investing in publicly traded stocks and exchange-traded funds (ETFs). Clients can request customizations like excluding specific securities. SCM does not offer financial planning or participate in wrap fee programs.
Assets Under Management$5
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for small business entity accounts follow the same standard 1% annual management fee schedule unless otherwise negotiated in writing.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...