Scott and Associates of Texas provides portfolio management based on client goals and risk tolerance. They create investment plans and may direct clients to other investment advisors. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on mutual funds, stocks, bonds, ETFs, real estate, and government securities.
Assets Under Management$14M
Clients45
Advisors1
Avg. per Client$310K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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