| 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
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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 →Robin is a director at SC&H Group, a tax, audit, consulting, and investment banking firm, and provides tax planning and accounting services. Robin is also a licensed insurance agent, a member of the Kennedy Krieger Institute Planned Giving Council, a yoga teacher, and a member of the MACPA Personal Financial Planning Committee.