SCIA NY LLC provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. SCIA NY LLC creates an Investment Policy Statement for each client and may use third-party investment advisors. SCIA NY LLC primarily recommends fixed income securities, equities, hedge funds, private equity funds, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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