SCM Investment Services manages investment portfolios based on clients' individual needs and goals. They develop a personal investment policy and manage a portfolio based on that policy. SCM Investment Services may also use third-party managers. They also offer project-based investment consulting services on topics such as portfolio review, risk assessment, strategy recommendation, and college planning.
Assets Under Management$3.1M
Clients12
Advisors1
Avg. per Client$260K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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