CK
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
81 advisors
Number of Clients
597 clients
Average Client Portfolio
$72.3M average
Assets Under Management
$43.1B
Fee Structure
Minimum Investment:$30M
Financial Planning:Included in AUM fee
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
9777 Wilshire Blvd., Beverly Hills, CA, 90212
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Scs Capital Management LLC
April 2019 - Present · 6 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.