Security Capital Management (SCM), a division of Hazlett Burt & Watson, Inc., offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. SCM assists clients with investment management, financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment instruments include mutual funds, exchange traded funds (ETFs), equities, and bonds.
Assets Under Management$1.2B
Clients2,314
Advisors20
Avg. per Client$520K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.87% |
| $250K - $500K | 1.83% |
| $500K - $1.0M | 1.54% |
| $1.0M - $2.0M | 1.38% |
| $2.0M - $2.5M | 1.36% |
| $2.5M - $5.0M | 1.17% |
| $5.0M - $10.0M | 0.96% |
| $10M+ | 0.76% |
The AUM fee is generally computed as the combination of Management and Platform Fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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