Dejan Ilijevski is a registered investment advisor at Scm Investment Services, based in Lake Elmo, MN, with 9 years of industry experience. Dejan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 12 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fee Estimator
Location
Lake Elmo, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Dejan founded NWI WealthCare, an independent online financial membership service, in June 2023. He dedicates less than 10% of his time to this non-advisory role, ensuring it does not conflict with his responsibilities at SCM Investment Services.
Employment History
Current Registrations
Scm Investment Services
Previous Registrations
Sabela Consulting Group
State Registrations2 states
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