| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $4.0M | 1.60% |
| $4.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. SCM will accept accounts below dollar minimum at its discretion.
11152 S Towne Square, Saint Louis, MO, 63123
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jason is involved in several businesses, including Alternative Wealth Management, LLC, AWM Capital Markets LLC, AWM Holdings, LLC, Alternative Tax Management, LLC, and AWM Clean Energy Fund, LLC. These roles range from fund management to tax preparation, taking up varying amounts of Jason's time from minimal to about half his time.