| 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.
800 State Hwy 248, Ste 4F, Branson, MO, 65616
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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 →Brent is a co-owner of Advocate CPAs & Advisors, LLC, a CPA and tax firm, dedicating nearly full-time hours to it. He also co-owns rental property and is a life insurance agent selling life insurance and fixed annuity products, spending a few hours per week on insurance sales.