Scope Wealth Management offers customized investment portfolios and financial planning to individuals, businesses, families, trusts, and estates. They work with clients to understand their financial circumstances and investment objectives, creating a tailored investment policy statement. Financial planning covers various aspects like income, expenses, savings, taxes, retirement, education, and estate planning. Planning can be done alongside investment management or as a standalone service.
Assets Under Management$5.2M
Clients20
Advisors2
Avg. per Client$260K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable. Minimum account size is $100,000, but Scope Wealth Management may waive the minimum.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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