Assets Under Management
$1.1B
Number of Clients
690
Number of Advisors
19
Average Client AUM
$1.6M
AUM per Advisor
$59.4M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
SC&H Wealth provides independent tax, financial planning, and investment advice. Services include financial planning, asset management (SC&H Wealth Management and SC&H Core), and recommendation of third-party managers. Financial planning covers various areas like tax, retirement, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
SC&H may offer advisory services to clients at reduced fee levels. Fees may be negotiated.
910 Ridgebrook Road, Sparks, MD, 21152-9390