Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCM provides investment management services for an annual fee based upon a percentage of the market value of the assets being managed, not to exceed an annualized fee of 1.5%. Fees are negotiable and may be decreased at SCM's discretion. Financial planning is available to investment management clients for no additional cost. Fees for retirement plan consulting services may be charged as a flat fee (minimum $20,000), hourly fee ($100-$450/hour), or asset-based fee.
Areas of Practice
Advisor Information
Office location
1000 Jackson Street, Suite 201, Dubuque, IA, 52001
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.
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Martin is a partner in Tenth Avenue, LLC dba Night Shift Commercial Cleaning since 2020, dedicating a few hours per week to oversight as a passive owner. He is also a partner in JMR Holdings, LLC since 2023, spending minimal time on oversight as a passive owner.