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Private Client Services

Fees

Industry Competitive Rates

The Account Fee will be calculated by SCP based on the portfolio value as determined by SCP of the Account as of the last business day of the quarter and based on the fee schedule outlined below.

Managed Accounts

$250,000 - $800,000
1.50%
$800,001 - $2,000,000
1.25%
$2,000,001 - $5,000,000
1%
$5,000,000
0.75%

Advisory Portfolios

$200,000 - $499,999
1.5%
$500,000 - $999,999
1.35%
$1,000,000 - $1,999,999
1.10%
$2,000,000 - $4,999,999
0.85%
$5,000,000+
Negotiable

Commissioned Accounts (Family Offices)

Negotiated