Scarsdale Investment Group provides investment advice, primarily for fixed income securities. Scarsdale does not manage your investments directly, but offers advice on what to buy or sell. Scarsdale also offers financial planning services covering areas like estate and insurance planning. Clients must approve each transaction. Scarsdale's clients include individuals, high net worth individuals, charitable organizations, and business entities.
Assets Under ManagementN/A
Clients168
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2M+ | 0.35% |
Some clients pay a fixed monthly fee for Priority Client Investment Services, ranging from $1,800 to $3,741 per month. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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