Sci, INC.
Assets Under Management
$25.0M
Number of Clients
6
Number of Advisors
1
Average Client AUM
$4.2M
AUM per Advisor
$25.0M
Compensation
Fee-Only (AUM)
About This Firm
SCI offers retirement plan consulting and investment management services to employer plan sponsors, focusing on pension, profit-sharing, and participant-directed retirement plans. They assist with developing investment policies, selecting investment alternatives, and monitoring plan performance. SCI does not offer services for employer securities, real estate, or other illiquid investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees over $20,000,001 are negotiable.
Fee Estimator
SCI's fees for retirement plan consulting and investment management range from 0.50% to 1.50% annually, based on assets under management. Fees are negotiable and depend on portfolio size, complexity, restrictions, and reporting requirements. Fees are billed quarterly in arrears, calculated on the market value of plan assets. The firm does not have authority to deduct fees directly from plan assets.
Areas of Practice
Location
12 Greenway Plaza, Suite 1100, Houston, TX, 77046