Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
This fee applies to QMS and other discretionary accounts. The annual fee may be negotiated.
Fee Estimator
SCA Group charges an annual Investment Strategy Services fee based on the market value of assets. The fee for non-discretionary accounts is 0.50% annually. The fee for QMS and other discretionary accounts is 1.00% annually. Fees are invoiced quarterly in advance. The annual fee may be negotiated. Minimum qualifying assets for discretionary clients are $250,000 for high net worth individuals and $1,000,000 for institutions.
Areas of Practice
Advisor Information
Office location
800 Boylston Street, 24th Floor, Boston, MA, 02199
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
Brian is the manager and sole employee of Strategic Capital Network, LLC, a software development and consulting business. He spends a few hours per week on this activity outside of trading hours.