Scale Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Scale Investment Group provides investment advisory and consulting services to individuals and to institutional clients, including corporate retirement plans and other advisers that use its sub‑advisory strategies. Services include management of qualified retirement plans, participant one‑on‑one and group advice, consulting projects such as drafting investment policy statements, and private client portfolio management using diversified investment vehicles.
The firm emphasizes low‑cost, diversified fund portfolios and combines quantitative and qualitative fund selection and ongoing monitoring, with regular quarterly reviews and written fund review reports for plan sponsors. It manages accounts on both a discretionary and non‑discretionary basis; as of 12/31/2024 it reported approximately $386,000 in discretionary assets and $3,050,000 in non‑discretionary assets, reflecting a predominance of non‑discretionary mandates.
Scale Investment Group’s profile is notable for a concentration in retirement plan work and pension consulting, including the ability to serve as either an ERISA 3(21) advisor or a 3(38) manager and to credit shareholder servicing (12b‑1) fees back to qualified plans. The firm also provides sub‑advisory services to other advisers and periodically publishes articles and contributes to financial media and its own website, an atypical level of published commentary for a small independent adviser.
Client services
Expertise
Occupation focus
Fee options
$1,000,000 - $10,000,000: 0.25% annually (3(21) Advisor Fee for Qualified Plans) Over $10,000,000+: 0.20% annually (3(21) Advisor Fee for Qualified Plans) $1,000,000 - $10,000,000: 0.25% annually (3(38) Manager Fee for Qualified Plans) Over $10,000,000+: 0.25% annually (3(38) Manager Fee for Qualified Plans) Under $500,000 - $500,000: 0.50% annually (Private Clients) $500,000 - $10,000,000: 0.25% annually (Private Clients) Over $10,000,000+: 0.10% annually (Private Clients)
Fee-only: Fees based on assets under management according to tiered schedules; fees negotiable; no advance payment accepted
Main office
White Lake MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Scale Investment Group · Scale Investment Group, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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