Patricia Scott is a CFP-designated registered investment advisor at Msm Financial Strategies, based in New Providence, NJ, with 4 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 34 clients with $37M 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 $100K | 1.00% |
| $100K - $200K | 0.70% |
| $200K - $300K | 0.40% |
| $300K+ | 0.20% |
Fees are negotiable on a client-by-client basis. Pre-existing clients may be subject to grandfathered fee schedules and account minimums.
Fee Estimator
Location
180 South Street, New Providence, NJ, 07974
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Msm Financial Strategies
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.
Exams
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