Scott Inglis is a CFA-designated registered investment advisor at Carnegie Investment Counsel, based in Philadelphia, PA, with 18 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, High Net Worth, and 4 more. Their firm serves 3,281 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.50% |
Rates represent maximum fee schedules. Fees are negotiable, and some clients may have grandfathered fee schedules due to mergers and acquisitions.
Fee Estimator
Location
1845 Walnut Street, Suite 1974, Philadelphia, PA, 19103
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Regulatory History
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
Carnegie Investment Counsel
Previous Registrations
Fieldstone Financial Management Group, LLC
Great Circle Investment Management
Flagship Capital Management INC
State Registrations3 states
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
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