| 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
Get directionsGregory is co-founder and director of SC&H Group, a tax, audit, consulting, and investment banking firm, and provides tax planning and accounting services to clients of both SC&H Financial Advisors, Inc. and SC&H Group, Inc. He also serves as secretary and owner of Ridgebrook Investors, LLC, a real estate investment company, and as a trustee for The Boys Latin School of Maryland, dedicating minimal time to each.