Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Certain clients may be charged fees lower than those stated and will be negotiated on a case-by-case basis.
Fee Estimator
The annual fee for portfolio management services ranges up to 1.50% of the assets managed. Certain clients with a net worth greater than $2,200,000 or with at least $1,000,000 managed by Scala may pay performance-based fees. Fees are billed quarterly in arrears or in advance, depending on the client’s preference. The firm generally requires a minimum of $250,000 to open and maintain an advisory account, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
10 Valley Stream Parkway, Suite 202, Malvern, PA, 19355
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Terrence is involved in business development and commercial lending with Clarion Street Advisors, dedicating a few hours per week. He also works as a Senior Wealth Advisor for CMG Capital Management Group, spending about 10-20% of his time on this role.