Scott French is a registered investment advisor at French and Skloff Investment Advisors, LLC, based in North Andover, MA. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
French and Skloff Investment Advisors offers portfolio management services. The annual fee is a percentage of the total value of your investments:
- For comprehensive portfolio management, the fee is generally 2%.
- For smaller accounts using only Exchange Traded Funds (ETFs), the fee is 1.25%.
For accredited investors in equity long only and hedged portfolios, the fee is 1.0%-1.5% of the value of your investments, combined with a 20% performance-based fee. Fees and minimum investment requirements are negotiable based on the size of the portfolio.
Location
857 Turnpike Street, North Andover, MA, 01845
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
French and Skloff Investment Advisors, LLC
State Registrations1 state
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