Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.85% |
Fees are negotiable and may vary among clients.
Fee Estimator
ScopeFour Capital charges an annual asset-based management fee of 0.85% of total assets under management, billed quarterly. Fees are negotiable and may vary among clients. Clients also incur brokerage and custody fees charged by their chosen brokerage or bank. The minimum account size is $20,000,000, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
840 Apollo St, Suite 100, El Segundo, CA, 90245
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
Heather is a board member of One Blue Ocean, a non-profit organization, since May 2021. She dedicates minimal time to helping set the strategic direction of the organization.