DIV.
How does the advisor help clients – Key Takeaways:
SCS GROWTH is a highly qualified and experienced financial advisor that offers a range of services to help clients reach their financial goals. With a strong focus on personalized and strategic planning, SCS GROWTH is able to provide expert advice and guidance to clients of all backgrounds and financial backgrounds.
Facts and Insights
SCS GROWTH has been in business for over 15 years and has a team of advisors with a combined experience of over 50 years in the financial industry. This expertise allows SCS GROWTH to offer comprehensive, tailored services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
SCS GROWTH offers a wide range of financial services to cater to the different needs and goals of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
SCS GROWTH works with both individual and institutional clients. This includes high-net-worth individuals, families, and businesses. SCS GROWTH tailors their services to meet the specific needs and objectives of each client, regardless of their financial background.
Fees & Compensation
SCS GROWTH believes in transparency and strives to ensure that their clients fully understand their fees and compensation structure. They primarily charge a percentage of assets under management as their fee, and also offer flat fee and hourly options depending on the client’s preference and individual circumstances. SCS GROWTH does not receive any commissions or compensation from recommending specific investments, ensuring they are always acting in the best interest of their clients.
Background
SCS GROWTH was founded by a team of experienced financial professionals who wanted to provide personalized and objective financial advice to their clients. They have built a strong reputation for their expertise, integrity, and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, SCS GROWTH upholds the fiduciary standard and operates with the highest level of transparency and ethical standards. They are also required to disclose any potential conflicts of interest and financial ties to the products and services they recommend to clients. All disclosures and policies can be found in the firm’s Form ADV, which is available to the public.