SC Advisory is a registered investment advisor operating as a sole proprietorship in California, led by Harry Woo. The firm provides investment management services to individuals, small businesses, and non-profit organizations. SC Advisory helps clients establish investment goals and risk tolerances, creates investment policy statements, and designs customized allocation strategies using diversified portfolios consisting of stocks, bonds, cash, and Bitcoin exchange-traded funds. SC Advisory operates as a fee-only firm, charging a straightforward annual percentage fee based on the value of the client's portfolio, with no account minimums required to work together.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are deducted quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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