Scottsdale Wealth Planning offers investment advice to individuals and high net worth individuals. As a fiduciary, Scottsdale Wealth Planning is legally required to act in your best interest. The firm creates customized investment strategies based on your goals, risk tolerance, and financial situation. They construct portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds. Scottsdale Wealth Planning also offers financial planning services, including retirement planning, education savings, and insurance needs. They may refer clients to other specialists like accountants or attorneys.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable at the sole discretion of the Advisor. For certain Clients, financial planning fees are included as a part of their overall investment advisory fee.