SCV Capital LLC offers investment management services on both a discretionary and non-discretionary basis. The firm provides advice on asset allocation, investment selection, portfolio design, and ongoing monitoring. SCV Capital also provides investment management services to pooled investment vehicles. The firm relies on the client's objectives, risk profile, and financial status when making recommendations.
Assets Under Management$70K
Clients1
Advisors3
Avg. per Client$70K
Avg. per Advisor$23K
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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