Scf Investment Advisors, INC.

Assets Under Management

$1.3B

Number of Clients

6,190

Number of Advisors

N/A

Average Client AUM

$218K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

SCF Investment Advisors, Inc. provides investment advisory services and financial planning through its Investment Adviser Representatives (IARs). IARs tailor services to individual client needs and may offer both advisory and brokerage services. SCFIA also offers access to Third Party Investment Adviser (TPIA) programs.

Fee Structure

Fees for investment advisory and portfolio management are negotiated between the IAR and the client. There is no default fee schedule. Fees can be fixed or variable, and billed monthly or quarterly, in advance or arrears. The advisory fee is shared between the IAR and SCFIA. Clients may also pay transaction charges. Fees are automatically deducted from client accounts. The brochure mentions that fees may be available at different and/or lower rates and all fees are negotiable.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation PlanningEstate PlanningTax PlanningCharitable GivingDivorce PlanningInsurance PlanningInvestment Management
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Location

10150 Meanley Drive, First Floor, San Diego, CA, 92131

0 Advisors at this firm

No advisors found for this firm.