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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$25.0M
Fee Structure
Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees over $20,000,001 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
SCI's fees for retirement plan consulting and investment management range from 0.50% to 1.50% annually, based on assets under management. Fees are negotiable and depend on portfolio size, complexity, restrictions, and reporting requirements. Fees are billed quarterly in arrears, calculated on the market value of plan assets. The firm does not have authority to deduct fees directly from plan assets.
Areas of Practice
Retirement PlanningInvestment Management
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Advisor Information
Office location
12 Greenway Plaza, Suite 1100, Houston, TX, 77046
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
Sci, INC.
February 2023 - Present · 2 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.