SCSC Advisors, LLC is an independently owned investment advisory firm founded in 2024 and based in Rancho Santa Fe, California. The firm offers a range of services centered around asset management, financial planning, and retirement plan consulting. SCSC Advisors customizes its investment portfolios to align with each client's specific financial goals, risk tolerance, and liquidity needs. Portfolios are constructed using fundamental and technical analysis, along with strategies such as asset allocation, long-term and short-term purchases, and option writing. Financial planning covers areas like retirement, estate planning, tax strategies, education funding, cash flow, and business planning. The firm operates with a commitment to acting in its clients' best interests when advising on retirement accounts and works with independent qualified custodians to safeguard client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual asset management fees range up to 1.00% and are negotiable based on account size, asset types, and strategy. A set-dollar fee structure may be used in certain cases, not exceeding the maximum rate.