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 $30.0M | 0.75% |
| $30.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.40% |
| $250M+ | 0.35% |
Fees are negotiable and generally fall within the above range.
Fee Estimator
SCS charges an annual fee based on a percentage of assets under management. The fee covers wealth management plan design, asset allocation, investment manager selection, direct investment management, and broader wealth management services. Fees are generally billed quarterly in advance. SCS generally requires a minimum relationship fee level that is mutually agreed upon with the client. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
3811 Turtle Creek Blvd, Suite 1225, Dallas, TX, 75219
Get directionsRegulatory History
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