SBC Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$25,000

“Our financial planning fees are calculated and charged on a fixed fee basis, typically ranging from $2,500 to $25,000, depending on the specific arrangement reached with the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How SBC Investment Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “As per our standard Client Services Agreement, our clients will have the choice as to whether (i) fees will be debited from the client’s account or (ii) the client will be invoiced, with fees to be paid by check or other electronic method.”
• “We may request a retainer upon completion of our initial fact-finding meeting.”
• “Upon termination of any account, any earned, unpaid fees will be due and payable.”

How SBC Investment Management, LLC’s fees compare

• Its flat or project fee of $2,500-$25,000 spans the Arizona median of $3,100. 91% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 43 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About SBC Investment Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

19

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$75,741,097

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

308391

Website

sbcinvestmentmanagement.com (opens in new tab)

Phone

(602) 641-5996

Can advise clients in 4 states: Arizona, Florida, Iowa, Utah

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• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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