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