Scott Smith
Scott Smith is a registered investment advisor at Psi Capital Management, based in Lancaster, PA, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 711 clients with $350M 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 | Included |
| $100K - $200K | 1.25% |
| $200K+ | 1.25% |
For accounts below $100,000, PCM charges a negotiated flat fee. PCM's annual fee will not exceed 3.0% of your assets under management. Fees may be negotiable.
Fee Estimator
Location
147 N. Shippen Street, Lancaster, PA, 17602
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Scott is involved in fixed insurance sales, is an educational book author, and serves as VP and President of the Board of Directors for The Hershey Partnership, a non-profit entity, dedicating minimal time to this role. Scott also owns 1/3 of MFS Group, LLC, which purchased an office building, dedicating minimal time to this as well.
Employment History
Current Registrations
Psi Capital Management
Previous Registrations
Investacorp Advisory Services INC
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.