SCM Investment Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SCM Investment Services is a small, independent registered investment adviser operating with a single advisory professional and managing roughly $3.1 million for about a dozen clients. The firm provides discretionary portfolio management for individuals (including high‑net‑worth clients) and also accepts entities such as pensions, profit‑sharing plans, estates, and corporations, plus project‑based consulting on topics like college planning, estate planning, employee benefits optimization, and retirement planning.
The firm follows an evidence‑based, long‑term approach that emphasizes diversified, low‑cost global index and asset funds and portfolio construction grounded in Modern Portfolio Theory and academic research. Advisors work with clients to develop an investment policy statement and target asset allocation, may recommend or use outside managers or TAMPs, and implement portfolios using custodial platforms that support model allocations, periodic rebalancing, and optional tax‑loss harvesting.
Distinctive features include a regular offering of educational seminars and public speaking on investing, behavioral finance, and college planning that the firm provides pro‑bono, and an associated online educational membership (NWI WealthCare) operated outside the advisory business. The firm’s principal brings prior trading and technical experience (including roles in discretionary trading operations and fixed‑income trading plus graduate degrees in finance and computer science), and the practice uses multiple custodial and platform relationships (Betterment, Schwab, Altruist) while disclosing those platform support arrangements.
Client services
Expertise
Fee options
Fixed fees for investment consulting services ranging from $350 to $2,500
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $8,000,000: 0.55% $8,000,001 - $13,000,000: 0.40% $13,000,001+: 0.25%
$350 per hour for investment consulting services
Account minimum: $100,000 (generally required to open and maintain an advisory account, but may be lowered or waived at firm's discretion) Minimum fee: Minimum annual fee of $1,000 for investment management services Fee-only: Investment consulting services offered with fixed fees ranging from $350 to $2,500 and hourly rate of $350/hour (negotiable)
Main office
8530 Eagle Point Blvd, Suite 100
Lake Elmo MN 55042
Advisors at this office
1
Most active in
Indiana · Minnesota
Also doing business as
Sabela Capital Markets · Sabela Consulting Group · Scm Investment Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Forms ADV
Quick links
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