Assets Under Management
$43.1B
Number of Clients
597
Number of Advisors
81
Average Client AUM
$72.3M
AUM per Advisor
$532.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
SCS Capital Management provides investment advisory and wealth management services to high net worth individuals, families, and institutions. Services include wealth management strategy, income and cash flow planning, tax planning, and philanthropic strategy. SCS also manages pooled investment vehicles.
| Assets Under Management | 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.
888 Boylston Street, Suite 1010, Boston, MA, 02199