How is SC Financial Services compensated?
SC Financial Services is a Fee Only financial advisor. Unlike fee based or straight commission advisors, SC Financial Services sole source of compensation is from the fees paid directly to us by our clients. No commissions or referral fees or other compensation is generated by any of the recommendations we may make. Objectivity and a client centric point of view are maintained at all times. Some investment products have embedded management fees. We will always strive to keep these at a minimum and will advise our clients of what they are when they are part of a client portfolio [[Back To Top]] • How often do you contact or communicate with your clients? SC Financial Services believes in staying in close contact with our clients on a routine basis. We will speak or correspond with the majority of our clients on a monthly basis. However, at a minimum, our clients receive a report of their account holdings complete with an overall market summary on a quarterly basis. Being accessible to o
