SCI, Inc. offers retirement plan consulting and investment management services to employer plan sponsors, primarily for pension, profit sharing, and participant-directed retirement plans like 401(k)s and 403(b)s. SCI assists clients in establishing, monitoring, and reviewing their company's retirement plan, including developing investment policies and objectives. SCI also provides discretionary investment management services, selecting and monitoring asset classes and investment alternatives for the plan.
Assets Under Management$25M
Clients6
Advisors1
Avg. per Client$4.2M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable for accounts over $20,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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