SC
SC

Scott Clampitt

21 Years of Experience
New Castle, IN
1 Disclosure

Scott Clampitt is a registered investment advisor at Scott Clampitt, Registered Investment Advisor, based in New Castle, IN, with 21 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1 clients with $220K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$224K average
Assets Under Management
$224K

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.80%
$250K - $500K1.60%
$500K - $1000K1.40%
$1M+1.20%

Fees may be negotiable under certain circumstances and will be reevaluated annually. If managing assets away from Scott W. Clampitt RIA, those assets will be included in fee calculation to help qualify for fee breakpoints.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

New Castle, IN

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History

Regulatory History (1)
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Customer Dispute
September 2006
Denied
Employment History
Current Registrations
Scott Clampitt, Registered Investment Advisor
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Scott Clampitt, Registered Investment Advisor
February 2015 - December 2019 · 4 yrs 10 mos
Scott Clampitt, Registered Investment Advisor
June 2012 - December 2014 · 2 yrs 6 mos
Highland Financial Management, INC
May 2009 - May 2012 · 3 yrs
Spc
October 2005 - March 2009 · 3 yrs 5 mos
Spc
April 2004 - December 2004 · 8 mos
State Registrations1 state
IN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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