SC&H Wealth provides tax, financial planning, and investment advice. They offer financial planning covering areas like retirement, education funding, and estate planning. For asset management, they have SC&H Wealth Management for clients with significant assets and SC&H Core for those still accumulating wealth. SC&H may also recommend third-party managers. They also offer retirement plan consulting and tax preparation services.
Fee Structure
SC&H Wealth offers investment management through two programs, SC&H Wealth Management and SC&H Core. Fees are based on a percentage of your portfolio's value and are charged quarterly in advance.
SC&H Wealth Management:
- Fees are tiered, with lower rates for larger portfolios.
SC&H Core:
- Fees are tiered, with lower rates for larger portfolios.
SC&H may negotiate fees based on factors like the amount of assets managed or the complexity of the engagement.