Scarecrow Advisors, LLC

Fee-Only (% of Portfolio)

SCARECROW ADVISORS offers ongoing portfolio management services based on individual client goals, objectives, time horizon, tax status, liquidity needs, and risk tolerance. SCARECROW ADVISORS may also provide services through the selection of third-party money managers. SCARECROW ADVISORS generally limits its money management to mutual funds, individual equities, inversed funds, leveraged funds, and ETF/Ns. Clients may impose restrictions on investments, but SCARECROW ADVISORS reserves the right to end the relationship if the restrictions prevent them from properly servicing the account.

Assets Under Management$71M
Clients230
Advisors5
Avg. per Client$310K
Avg. per Advisor$14M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees can be negotiated based on the complexity and services required to maintain the client account.

Fee Estimator
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Location

5 Advisors at this firm

Scarecrow Advisors, LLC | TrueAdvisor