SA
SA

Scott Angell

25 Years of Experience
Centralia, MO

Scott Angell is a registered investment advisor at Angell Capital Management, LLC, based in Centralia, MO, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 158 clients with $87M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
158 clients
Average Client Portfolio
$549K average
Assets Under Management
$86.7M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.75%

Fees negotiable for amounts over $1 million. Client fees may exceed 2% for any account with a balance of less than $125,000, when the minimum quarterly fee of $625 has been applied.

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

Location

118 West Sneed Street, Ste C, Centralia, MO, 65240

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Angell Capital Management, LLC
June 2000 - Present · 25 yrs 11 mos
State Registrations4 states
ILKSMOTX
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.