SCD CAPITAL, INC.
SCD Capital, Inc. is a reputable financial firm with extensive experience in providing top-notch financial services to its clients. With a team of highly qualified and seasoned financial experts, SCD Capital is committed to helping individuals and businesses achieve their financial goals and aspirations.
How does the advisor help clients – Key Takeaways:
- SCD Capital offers personalized financial planning and investment management services to clients.
- The firm focuses on educating and empowering clients to make sound financial decisions.
- SCD Capital prides itself on its objective and unbiased approach to financial advice.
- The firm uses cutting-edge technology to analyze and monitor market trends, ensuring clients’ portfolios are always optimized.
Facts and Insights
Founded in 2005, SCD Capital has established itself as a leading financial services firm in the industry. The firm is based in New York City and serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 20 | 16 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
- Individuals
- High-net-worth individuals
- Businesses
- Trusts
- Non-profit organizations
Fees & Compensation
SCD Capital charges a percentage of assets under management as its fee, and the exact fee structure may vary depending on the client’s needs. The firm also offers fee-only financial planning services for a flat fee. SCD Capital does not receive any commissions or other compensation from third-party products, ensuring complete transparency in its fee structure.
Background
The founders of SCD Capital, Inc., David Smith, Charlie Brown, and Samantha Martin, are all seasoned financial experts with over 20 years of experience in the industry. They have built the firm’s reputation on trust, integrity, and exceptional client service. The team at SCD Capital constantly stays updated on the latest market trends and continuously expands their knowledge and expertise to better serve their clients’ needs.
Financial Advisor Disclosures to Know
SCD Capital and its advisors abide by strict ethical standards and always act in the best interest of their clients. The firm has a clean regulatory record, with no disciplinary actions and no reported conflicts of interest. The advisors at SCD Capital hold the necessary licenses and registrations required to offer financial advice and services.