Assets Under Management
$306.6M
Number of Clients
351
Number of Advisors
6
Average Client AUM
$874K
AUM per Advisor
$51.1M
Compensation
Fee-Only (AUM)
Scala Capital LLC provides discretionary and non-discretionary portfolio management services based on conservative, moderate, and tactical portfolio models. They also offer limited financial planning and consulting services on a complementary basis. Fees are based on assets under management, with potential performance-based fees for qualified clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable on a case-by-case basis. Certain clients may pay performance-based fees in addition to AUM fees.
999 Brickell Avenue, Suite 1006, Miami, FL, 33131