Scala Capital LLC
Assets Under Management
$306.6M
Number of Clients
351
Number of Advisors
6
Average Client AUM
$874K
AUM per Advisor
$51.1M
Compensation
Fee-Only (AUM)
About This Firm
Scala Capital LLC provides discretionary and non-discretionary portfolio management services based on three portfolio models: Conservative, Moderate, and Tactical. They also offer limited financial planning and consulting services on a complementary basis. The firm manages private investment funds and may recommend third-party money managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Certain clients may be charged fees lower than those stated and will be negotiated on a case-by-case basis.
Fee Estimator
The annual fee for portfolio management services ranges up to 1.50% of the assets managed. Certain clients with a net worth greater than $2,200,000 or with at least $1,000,000 managed by Scala may pay performance-based fees. Fees are billed quarterly in arrears or in advance, depending on the client’s preference. The firm generally requires a minimum of $250,000 to open and maintain an advisory account, but this may be waived at their discretion.
Areas of Practice
Location
999 Brickell Avenue, Suite 1006, Miami, FL, 33131