| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $4.0M | 1.60% |
| $4.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. SCM will accept accounts below dollar minimum at its discretion.
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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 →Jarad is a limited partner in Alliance Resource Partners, LP, a coal mining business, since 2015. He dedicates minimal time to this non-investment related activity.