Scruggs Advisors offers retirement plan consulting, investment advice, and wealth management services. For retirement plans, they provide research, analysis, and recommendations on investment options. For wealth management, they offer asset management services based on client goals and objectives. Scruggs Advisors has limited authority to buy and sell securities on the client’s behalf without contacting the client prior to placing trades in the client’s account.
Assets Under Management$63M
Clients41
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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