Assets Under Management
$85.7M
Number of Clients
138
Number of Advisors
5
Average Client AUM
$621K
AUM per Advisor
$17.1M
Compensation
Fee-Only (AUM)
Scofield and Company offers tailored investment advice and some financial planning services. Investment advice includes portfolio management, asset allocation, and investment selection aided by quantitative analysis. Financial planning includes investment advice and analysis of retirement planning, higher education funding, and employee benefits.
822 Kumho Drive, Suite 300, Fairlawn, OH, 44333