AJ
AJ

Andrew Janfaza

20 Years of Experience

Andrew Janfaza is a registered investment advisor at Scs Capital Management LLC, based in Boston, MA, with 20 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 597 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
597 clients
Average Client Portfolio
$72.3M average
Assets Under Management
$43.1B

Fee Structure

Minimum Investment:$30M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $30.0M0.75%
$30.0M - $100.0M0.50%
$100.0M - $250.0M0.40%
$250M+0.35%

Fees may be negotiable. All family relationships are aggregated to determine the blended fee rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

888 Boylston Street, Suite 1010, Boston, MA, 02199

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a Trustee and Chair of the Investment Committee for Noble and Greenough School, an independent school. He attends approximately 6 committee meetings per year, dedicating minimal time to this role.

Employment History
Current Registrations
Scs Capital Management LLC
May 2024 - Present · 1 yr 11 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2021 - December 2022 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
April 2020 - December 2022 · 2 yrs 8 mos
Neuberger Berman Bd LLC
July 2018 - December 2019 · 1 yr 5 mos
Neuberger Berman Bd LLCBroker
July 2018 - December 2019 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2015 - July 2018 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - July 2018 · 3 yrs 5 mos
Deutsche Bank Securities INC.Broker
November 2002 - February 2008 · 5 yrs 3 mos
Goldman, Sachs & CO.Broker
August 1996 - December 2002 · 6 yrs 4 mos
State Registrations2 states
FLMA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Janfaza - Financial Advisor | TrueAdvisor