Stafford Capital Management (SCM) manages investments for high-net-worth individuals, families, trusts, and small corporations. SCM builds investment strategies based on client profiles and designs portfolios suitable for their needs. SCM is a growth at a reasonable price (GARP) manager, combining growth and value investing principles. SCM constructs client portfolios from the bottom-up, assessing each investment based on its growth, quality, and valuation characteristics.
Assets Under Management$4.9M
Clients3
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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