Scott Value Investing, managed by Roger Scott, offers customized investment portfolios using stocks, mutual funds, exchange traded funds, and fixed income investments. Roger Scott uses a value investing approach, focusing on companies with high profit margins and selling below their intrinsic value. He aims to help clients achieve their financial goals, whether they are employed, own a business, funding an education, or approaching retirement. He also offers socially responsible investing.
Assets Under Management$2.6M
Clients9
Advisors1
Avg. per Client$290K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
For accounts over $1 million, the fee is 0.5% for mutual funds and ETFs. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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