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
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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Robin is a director at SC&H Group, a tax, audit, consulting, and investment banking firm, and provides tax planning and accounting services. Robin is also a licensed insurance agent, a member of the Kennedy Krieger Institute Planned Giving Council, a yoga teacher, and a member of the MACPA Personal Financial Planning Committee.