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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Fees may be negotiable based on client circumstances. Employees of SC&H and its affiliates receive advisory services at a reduced fee level.
Fee Estimator
SC&H offers financial planning for a maximum of $5,000 for a comprehensive plan or $1,500 per module for a modular plan. Hourly fees range from $315 to $600. Asset management fees are based on a tiered schedule (see table) and are charged quarterly in advance, except for DFA SMA accounts, which are charged in arrears. SC&H Wealth Management and SC&H Core have different fee schedules. Clients engaging third-party managers will incur additional fees payable to the third-party manager.
Areas of Practice
Advisor Information
Office location
910 Ridgebrook Road, Sparks, MD, 21152-9390
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
Kellie's parent company, SC&H Group, Inc., is the employer, benefits, and payroll provider for all SC&H employees. Kellie participates in corporate, social, community service, and training activities organized by SC&H Group as needed in the normal course of business.