Strategic Capital Investment Advisors Inc

CRD#107772
Investment Advisor Firm

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Learn more about Strategic Capital Investment Advisors Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Strategic Capital Investment Advisors Inc is located at 700 E. Butterfield Road, Lombard, IL. The firm employs 12 financial advisors to manage client portfolios and provide financial guidance. Strategic Capital Investment Advisors Inc is not a registered broker-dealer.

    Strategic Capital Investment Advisors Inc offers pension consulting services and other services. The firm operates on an hourly, fixed, and other fee structures. The firm caters to pension plans, charitable organizations, corporations, and other types of investors, with pension plans being the largest client type by accounts.

    Number of Advisors

    12

    Disclosures

    No

    Office Location

    700 E. Butterfield Road
    Lombard, IL 60148

    Strategic Capital Investment Advisors Inc by the Numbers

    Total Number of Employees

    13

    National Average: 64
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    Fee Structure

    A financial advisor's fees usually are based on the type of services offered. Fees charged by Strategic Capital Investment Advisors Inc may include some blend of the following fee types: hourly, fixed, or other.

    Available

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    The firm provides services to pension plans, charitable organizations, corporations, and other. Out of its 4 clients, Strategic Capital Investment Advisors Inc's biggest client type by number of accounts is .

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 99.24%
    • Charitable Organizations - 0.76%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Strategic Capital Investment Advisors Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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