| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Certain clients may be charged fees lower than those stated and will be negotiated on a case-by-case basis.
The annual fee for portfolio management services ranges up to 1.50% of the assets managed. Certain clients with a net worth greater than $2,200,000 or with at least $1,000,000 managed by Scala may pay performance-based fees. Fees are billed quarterly in arrears or in advance, depending on the client’s preference. The firm generally requires a minimum of $250,000 to open and maintain an advisory account, but this may be waived at their discretion.
999 Brickell Avenue, Suite 1006, Miami, FL, 33131
Get directionsLuciano is the President of LMC Alternative Business Capital, a commercial finance company, since January 2020. This activity is not investment-related.