SCS Capital Management offers investment advisory and wealth management services to high net worth individuals, families, and institutions. SCS develops wealth management strategies, including income and cash flow planning, tax planning, and philanthropic strategies. SCS also manages several pooled investment vehicles. SCS is part of Focus Financial Partners, LLC.
Assets Under Management$43B
Clients597
Advisors85
Avg. per Client$72M
Avg. per Advisor$510M
Fee Structure
Minimum Investment:$30M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 0.75% |
| $30.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.40% |
| $250M+ | 0.35% |
Fees may be negotiable. All family relationships are aggregated to determine the blended fee rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
85 Advisors at this firm
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