Kyle S. Scott Financial Planning offers investment advice and financial planning to individuals, charitable organizations, and businesses. The firm provides both discretionary and non-discretionary portfolio management services, tailoring investment strategies to meet individual client needs and objectives. They also offer financial planning services, ranging from broad-based planning to single-subject consulting, to help clients manage their financial resources and achieve their goals.
Assets Under Management$63M
Clients186
Advisors2
Avg. per Client$340K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.20% |
| $50K - $150K | 1.10% |
| $150K - $350K | 1.05% |
| $350K - $500K | 1.00% |
| $500K - $650K | 0.95% |
| $650K - $800K | 0.90% |
| $800K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.5M | 0.60% |
| $3.5M+ | 0.50% |
Advisory fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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