Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCM is compensated through asset-based management fees ranging from 0.40% to 1.50%, with 1.0% being most typical. Management fees are negotiable. Financial planning for non-managed clients ranges from $500 to $3,500, charged upon completion. Fees may be higher or lower depending on the relationship, account complexity, or pre-existing agreements.
Areas of Practice
Advisor Information
Office location
4510 Belleview Avenue, Suite 204, Kansas City, MO, 64111
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
Robin is a trustee for EPR Properties, Inc., a REIT, since 2013. She also receives pay as a facilitator/trainer for an Emerging Leaders Course and as a business consultant and speaker on leadership and related topics.