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Ginger Scott

26 Years of Experience
Greencastle, IN

Ginger Scott is a registered investment advisor at Wabash Capital, INC., based in Greencastle, IN, with 26 years of industry experience. Ginger 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 490 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
490 clients
Average Client Portfolio
$323K average
Assets Under Management
$158.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.00%
$2.0M - $4.0M0.75%
$4M+0.25%

Fees may be negotiable depending upon individual circumstances. Discounts are available for non-profit organizations.

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

1003 Mill Pond Lane, Suite A, Greencastle, IN, 46135

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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.

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Employment History
Current Registrations
Wabash Capital, INC.
January 2000 - Present · 26 yrs 4 mos
State Registrations1 state
IN
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.