Scottsdale Wealth Advisory manages investment portfolios and provides personalized financial planning services for individuals and high-net-worth clients. Scottsdale Wealth Advisory creates customized investment strategies using model portfolios and third-party investment managers, focusing on long-term, passive investing. In addition to investment management, Scottsdale Wealth Advisory offers comprehensive financial planning covering retirement income, taxes, estate planning, insurance, and social security strategies. The firm acts in the best interest of its clients and tailors investment strategies to match individual risk tolerances and goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is up to 1.50% of assets under management. Fees are negotiable based on factors such as historical relationship, account composition, and dollar amounts managed. Accounts within the same household may be combined.