Scamardo Financial offers investment advice and financial planning to individuals and small businesses. They create personalized investment plans based on your goals and risk tolerance. Financial planning covers topics like family records, budgeting, taxes, investments, insurance, retirement, estate planning, and more. They also offer consulting services to pension plans.
Assets Under Management$9.5M
Clients30
Advisors1
Avg. per Client$320K
Avg. per Advisor$9.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...