Our Pricing

 

"The magnitude of investment management fees and expenses is the most significant and predictable differentiator of relative long-term investment performance."

- SciVest’s Investment Beliefs and Philosophies, Number 7

 

The SciVest Direct SMA platform offers world-class, institutional-grade, investment management solutions to the “average” investor at an industry-leading, affordable, all-in cost structure.
Our Fee Structure
Our Fee Structure

The SciVest Direct SMA platform offers world-class investment management solutions to the “average” investor at an industry-leading, affordable, all-in cost structure. Our goal is to allow regular investors access to account structures and investment strategies with a level of quality that is usually reserved for ultra-wealthy individuals and/or large institutional investors – all at a wholesale, level of pricing.

 
Impact on Future Wealth
Impact on Future Wealth

How important are investment fees and expenses to your long-term portfolio value? The answer is that fees and expenses are incredibly important. Even small annual differences in the all-in fees and expenses between two (2) investment accounts, can produce significant differences in your ultimate net worth, or retirement nest-egg, when these small differences are compounded over the years.