Scs

SEC-regulated
Registered investment advisor
Bensler, LLC, operating as SCS, is a registered investment adviser based in Bellevue, WA, providing portfolio management services primarily through wrap fee accounts on the LPL Financial platform. The firm's investment strategy includes socially responsible investing, incorporating ESG considerations. SCS charges a negotiable annual fee of up to 2.5% based on assets under management, withdrawn directly from client accounts. Clients can make additions or withdrawals with pro-rata fee adjustments. The firm allows termination within five business days for a full fee refund. SCS serves various client types, including individuals, high-net-worth individuals, trusts, corporations, and pension plans, with no minimum account size required. The firm's investment philosophy involves long-term investing, asset allocation, and tactical, strategic, and dynamic strategies. SCS uses fundamental, technical, and cyclical analysis methods. The firm discloses potential risks, such as market, company, fixed income, ETF, and liquidity risks, and maintains a Code of Ethics to ensure compliance and client protection. SCS does not accept performance-based fees and provides regular client reports. The firm's financial condition is stable, with no bankruptcy history or financial impairments affecting client commitments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

We can advise you on

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting