Assets Under Management
$25.0M
Number of Clients
6
Number of Advisors
1
Average Client AUM
$4.2M
AUM per Advisor
$25.0M
Compensation
Fee-Only (AUM)
SCI provides retirement plan consulting and investment management services to employer plan sponsors, primarily pension, profit sharing, and participant-directed retirement plans. Services include assisting clients in establishing, monitoring, and reviewing their company's retirement plan.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for amounts over $20,000,001.
12 Greenway Plaza, Suite 1100, Houston, TX, 77046