Scott & Associates Investment Advisory Services provides ongoing investment advice based on individual client needs. They work with clients to establish financial goals and create a personalized investment policy. Scott & Associates manages these accounts with the authority to make trades without asking first. Investment recommendations include various securities, and the firm considers risk tolerance and suitability when making recommendations.
Assets Under Management$63M
Clients98
Advisors1
Avg. per Client$650K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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