Scalebuilder, LLC
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Overview
Scalebuilder, LLC is a financial advisory firm located in New York, New York. Scalebuilder, LLC handles $324.1 million in total assets across two customer accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The firm has a small group, including 1 financial advisor. Scalebuilder, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like options, bonds and stocks.
Scalebuilder, LLC oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell judgments for the client's account without needing to seek the customer's authorization. The company's typical account size is $162.0 million. An average advisor at Scalebuilder, LLC oversees about two client accounts, making it one of the most personalized financial advisor firms in the country.
The firm's central office is at 410 Park Avenue, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Scalebuilder, LLC by the Numbers
$324.1 million
3
2
$162.0 million
Fee Structure
A financial advisor's fees largely depend on which service is offered. However, fees charged by the firm typically consist of the following fee structure: performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Scalebuilder, LLC works with pooled investment vehicles. Out of its two accounts, Scalebuilder, LLC's largest client group by number of accounts is pooled investment vehicles. Around 50% of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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
Scalebuilder, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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