SCN Capital manages investment portfolios and provides personalized financial planning for individuals, families, and retirement accounts. SCN Capital builds diversified portfolios primarily using low-cost exchange-traded funds based on each client's individual goals, risk tolerance, and time horizon. Comprehensive financial planning is embedded directly into the portfolio management service, covering cash flow and budgeting, retirement planning, college education funding, tax strategies, estate planning, and risk management. SCN Capital operates as a registered investment advisor based in San Clemente, California, and is owned and operated by Sujit Naran.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.75% |
Fees are straight-tier (flat-fee schedule applied to the entire balance). All fees are negotiable at SCN Capital's discretion.