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 $30.0M | 0.75% |
| $30.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.40% |
| $250M+ | 0.35% |
Fees are negotiable and generally fall within the above range.
Fee Estimator
SCS charges an annual fee based on a percentage of assets under management. The fee covers wealth management plan design, asset allocation, investment manager selection, direct investment management, and broader wealth management services. Fees are generally billed quarterly in advance. SCS generally requires a minimum relationship fee level that is mutually agreed upon with the client. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
888 Boylston Street, Suite 1010, 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
Andrew is a Trustee and Chair of the Investment Committee for Noble and Greenough School, an independent school. He attends approximately 6 committee meetings per year, dedicating minimal time to this role.