Scott Investment Advisors (SIA, L.P.) offers full authority to make trades for your investment portfolio. SIA, L.P. trades stocks, bonds, money market funds, Exchange Traded Funds (ETFs) and Closed End Funds (CEFs) to implement investment strategies. The firm bundles investment advice, custody of your assets, trade execution, brokerage commissions, and reporting services into one fee. SIA, L.P. has been in business since 1997 and offering investment services since 2000.
Assets Under Management$5M
Clients15
Advisors1
Avg. per Client$330K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.90% |
| $250K - $500K | 1.50% |
| $499K - $1000K | 1.30% |
| $1000K - $3.0M | 1.00% |
| $3M+ | 0.90% |
SAM Management fee schedule. SAM Management has a $300 annual minimum fee. SAM Management Plus and SAM Management 1 have higher minimum fees ($900 and $1,425 respectively). Institutional tax-exempt clients may be eligible for different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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