Scale Investment Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,428,135
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$303,517
About
Scale Investment Group provides investment advisory and consulting services to individual investors and institutional clients, including ERISA-qualified retirement plans and other advisers through sub-advisory arrangements. Its services include portfolio management using diversified vehicles (mutual funds, ETFs and collective trusts), participant one-on-one advice and group education, 3(21) and 3(38) fiduciary plan services, and project-based consulting such as drafting investment policy statements.
The firm emphasizes low-cost, diversified portfolios and a fund-selection process that combines quantitative and qualitative analysis, with ongoing monitoring of performance, team turnover, ownership structure and costs. It recommends both active and passive funds, seeks the lowest-cost share classes when available, and manages accounts on both discretionary and non-discretionary bases with regular reviews and quarterly reporting for plan sponsors.
Noteworthy characteristics include a significant focus on pension consulting and ERISA plan work, the provision of sub-advisory services to other advisers, and a predominance of non-discretionary assets—approximately $386,000 managed on a discretionary basis and $3,050,000 on a non-discretionary basis as of 12/31/2024. The firm also publishes written commentary and contributes articles to financial media and its website, and returns certain shareholder servicing fees to qualified plan clients as part of its plan service arrangements.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$1,000,000 - $10,000,000: 0.25% (Annual 3(21) Advisor Fee) $10,000,000+: 0.20% (Annual 3(21) Advisor Fee) $1,000,000 - $10,000,000: 0.25% (Annual 3(38) Manager Fee) $10,000,000+: 0.25% (Annual 3(38) Manager Fee) Under $500,000 - $500,000: 0.50% Annual Investment Advisory Fee (Private Clients) $500,000 - $10,000,000: 0.25% Annual Investment Advisory Fee (Private Clients) Over $10,000,000+: 0.10% Annual Investment Advisory Fee (Private Clients)
Account minimum: Generally, there is no minimum account balance required for opening and maintaining an account with Scale Investment Group. However, they may refuse some accounts where diversification would be problematic given account size.
Main office location
Scale Investment Group
White Lake MI, United States
Number of offices
1
Most active in
Scale Investment Group has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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