Scs Capital Management LLC
Assets Under Management
$43.1B
Number of Clients
597
Number of Advisors
81
Average Client AUM
$72.3M
AUM per Advisor
$532.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SCS Capital Management offers investment advisory and wealth management services, including financial planning, to individuals, families, and institutions. They manage assets through external managers and proprietary pooled investment vehicles, aiming for integrated wealth and investment strategies.
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
Location
888 Boylston Street, Suite 1010, Boston, MA, 02199