| 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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Learn about disclosures →Kurt is involved in several business activities, including business development for Patrick Capital Markets, LLC (broker dealer), and is a partner/shareholder in Saxony Financial Holdings, LLC and Saxony Holdings, Inc. He also serves as a board member for St. Agnes School, a non-profit Catholic school.