SH
CFA
SH
CFA

Scott Horsburgh

15 Years of Experience
Novi, MI

Scott Horsburgh is a CFA-designated registered investment advisor at Provident Investment Management, INC., based in Novi, MI, with 15 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. Their firm serves 346 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
346 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5M+0.60%

Fees are negotiable for client relationships of $10 million or more. Clients with Provident prior to July 1, 2022 are afforded a lower fee on the fixed income portion of their portfolio.

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

39555 Orchard Hill Place, Ste. 139, Novi, MI, 48375

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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
Provident Investment Management, INC.
October 2010 - Present · 15 yrs 7 mos
State Registrations2 states
MITX
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.