Advisor at SCM Investment Services
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Firm
SCM Investment Services
Location
Lake Elmo, MN 55042
Credentials
Series 65
Industry experience
9 years
Dejan Ilijevski is the sole advisor at SCM Investment Services, an independent registered investment adviser based in Lake Elmo, MN. He holds a Series 65 designation and has nine years of industry experience, including a long tenure with Sabela Consulting Group, Inc. Since 2023, he has also managed NWI WealthCare, an independent online financial membership service offering general financial education and limited personalized advisory services upon request. SCM Investment Services manages approximately $3.1 million for individual and institutional clients, providing discretionary portfolio management and consulting on topics such as college and estate planning. The firm employs an evidence-based, long-term investment approach focused on diversified, low-cost global index funds and portfolio construction grounded in Modern Portfolio Theory.
Based on SCM Investment Services
Based on SCM Investment Services
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)
8530 Eagle Point Blvd, Suite 100
Lake Elmo, MN 55042
Indiana · Minnesota
Sabela Consulting Group, Inc.
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
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Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
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