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How does the advisor help clients – Key Takeaways:
SCN Capital Management is a financial advisory firm that provides expert financial advice to clients. They offer a wide range of services and cater to various types of clients. Here are some key takeaways on how SCN Capital Management helps its clients.
Facts and Insights
SCN Capital Management has been in business for over 20 years, providing financial services to clients. As of 2020, the firm has over $500 million in assets under management and has a team of experienced and knowledgeable advisors. Their goal is to help clients achieve their financial goals by providing personalized and strategic advice.
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 25 |
Financial Services Offered
SCN Capital Management offers a wide range of financial services to its clients. These services include portfolio management, retirement planning, tax planning, estate planning, and risk management. The firm prides itself on its ability to provide personalized and comprehensive financial solutions that cater to each client’s unique needs and goals.
Client Types
SCN Capital Management caters to a diverse range of clients, including individuals, families, and businesses. They work with clients of all ages and income levels, providing tailored financial solutions to help them achieve their short and long-term financial goals. The firm also specializes in serving high-net-worth individuals and managing their wealth through customized strategies.
Fees & Compensation
SCN Capital Management charges fees based on a percentage of assets under management, typically ranging from 1% to 2%, depending on the services provided. They believe in transparency and do not charge any hidden fees or commissions on their services. Clients are involved in the fee-setting process, and the firm ensures that their compensation structure is aligned with the clients’ best interests.
Background
SCN Capital Management was founded in 1999 by a team of experienced financial advisors who shared the same vision of providing top-notch financial services to clients. The firm has since grown and established itself as a reliable and reputable financial advisory firm with a loyal client base. The team at SCN Capital Management continues to stay updated on market trends and financial strategies to provide the best advice to their clients.
Financial Advisor Disclosures to Know
As a financial advisor, SCN Capital Management is subject to certain disclosure requirements, as regulated by the Securities and Exchange Commission (SEC) and other regulatory bodies. Some of the disclosures to be aware of when working with a financial advisor include the firm’s code of ethics, potential conflicts of interest, and fees and compensation structure. SCN Capital Management ensures that all their disclosures are up to date and readily available to their clients.