Scipio Financial offers investment management and financial planning services. Investment management involves creating customized portfolios using exchange-traded funds and individual stocks. Financial planning covers areas like retirement, savings, and insurance needs. Scipio Financial acts as a fiduciary, meaning it's legally required to act in your best interest and mitigate conflicts of interest.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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