Scot Bytnar is a registered investment advisor at Hms Financial Services, LLC, based in Columbia, SC, with 19 years of industry experience. Scot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 247 clients with $120M 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 | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.10% |
Minimum annual fee is $375 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees may be negotiable.
Fee Estimator
Location
10 Calendar Court, Suite 200, Columbia, SC, 29206
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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
Hms Financial Services, LLC
State Registrations1 state
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