Stellar Capital Management (SCM) provides investment advice to individuals and high net worth individuals. SCM creates customized investment strategies based on your goals, risk tolerance, and financial situation. SCM primarily uses low-cost, diversified mutual funds and exchange-traded funds (ETFs), but may also use individual stocks, bonds, or options. SCM acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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