Scott W. Clampitt RIA provides investment advice and financial planning to individuals, high net worth individuals, and corporations. Investment management includes creating customized portfolios using mutual funds, ETFs, ETNs, and individual stocks and bonds. Financial planning covers areas like retirement, education savings, and charitable giving. Scott W. Clampitt RIA may refer clients to other specialists like accountants or attorneys.
Assets Under Management$220K
Clients1
Advisors1
Avg. per Client$220K
Avg. per Advisor$220K
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.80% |
| $250K - $500K | 1.60% |
| $500K - $1000K | 1.40% |
| $1M+ | 1.20% |
Fees may be negotiable under certain circumstances and will be reevaluated annually. If managing assets away from Scott W. Clampitt RIA, those assets will be included in fee calculation to help qualify for fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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