Scholar Financial Advising provides financial planning services to individuals, focusing on high-income and ultra-high-net-worth clients. Scholar uses online tools for convenience. Services include hourly financial planning and a Signature Coaching Program, which offers ongoing support and coordination with other service providers. Scholar does not manage client investments but provides advice and recommendations.
Assets Under ManagementN/A
Clients235
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Scholar Financial Advising does not directly manage investments. However, as part of the Signature Coaching Program, Scholar monitors client accounts for rebalancing and tax loss harvesting opportunities and provides specific trade recommendations for clients to implement themselves.
Loading...