Strategic Capital Allocation Group, L.L.C.
Assets Under Management
$6.8B
Number of Clients
16
Number of Advisors
1
Average Client AUM
$425.3M
AUM per Advisor
$6.8B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strategic Capital Allocation Group (SCA Group) provides investment advice on both a discretionary and non-discretionary basis. They aim to design client portfolios that maximize diversification across uncorrelated risks. SCA Group uses patented computer programs to assist in creating hypothetical portfolio allocations. They offer quarterly education, advice, and investment management primarily to institutions and high net worth individuals.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
This fee applies to QMS and other discretionary accounts. The annual fee may be negotiated.
Fee Estimator
SCA Group charges an annual Investment Strategy Services fee based on the market value of assets. The fee for non-discretionary accounts is 0.50% annually. The fee for QMS and other discretionary accounts is 1.00% annually. Fees are invoiced quarterly in advance. The annual fee may be negotiated. Minimum qualifying assets for discretionary clients are $250,000 for high net worth individuals and $1,000,000 for institutions.
Areas of Practice
Location
357 Beacon Street, Suite 2, Boston, MA, 02116