Scipio Financial LLC is a registered investment advisor located in Summerville, South Carolina, offering customized investment management and financial planning services. Scipio Financial builds portfolios using primarily exchange-traded funds and individual stocks and bonds, tailored to each client's specific goals, risk tolerance, and time horizon. The firm operates as a fiduciary, legally required to act in your best interest. In addition to managing investments, Scipio Financial provides financial planning on an hourly basis or through fixed-fee engagements, covering areas such as retirement planning, estate planning, education savings, and insurance needs. Scipio Financial serves individuals, high net worth individuals, trusts, estates, small businesses, and corporations with generally no minimum account size required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees for accounts over $5,000,000 are negotiable at the discretion of Scipio Financial.