Scott Duko
Scott Duko is a registered investment advisor at Scott S. Duko, Registered Investment Advisor, LTD., based in Canfield, OH, with 37 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 108 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may be higher or lower than the fee schedule. Minimum annual fee of $500, also negotiable.
Fee Estimator
Location
3685 Stutz Drive, Suite 100, Canfield, OH, 44406
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1990Other Business ActivitiesSells Insurance
Scott is an independent insurance agent selling fixed annuities, life, and equity indexed products, dedicating a few hours per week to this activity. He also works as an attorney full-time and spends about half his time as a registered investment advisor.
Employment History
Current Registrations
Scott S. Duko, Registered Investment Advisor, LTD.
Fortune Financial Services, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities CorporationBroker
Andover Securities, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations1 state
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.