Thrifty Scotty Financial, LLC (TSF) provides investment management services and financial planning. Investment management involves creating and managing tailored investment portfolios based on a client's individual needs and goals. Financial planning covers topics like retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. TSF primarily practices passive investment management using index mutual funds or exchange traded funds.
Assets Under Management$5.1M
Clients10
Advisors1
Avg. per Client$510K
Avg. per Advisor$5.1M
Fee Structure
Thrifty Scotty Financial manages investments for a flat fee, paid monthly. The amount of the fee is not specified in this brochure.
Loading...