| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
SC&H may offer advisory services to clients at reduced fee levels. Fees may be negotiated.
910 Ridgebrook Road, Sparks, MD, 21152-9390
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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 →Kellie's parent company, SC&H Group, Inc., is the employer, benefits, and payroll provider for all SC&H employees. Kellie participates in corporate, social, community service, and training activities organized by SC&H Group as needed in the normal course of business.