Scott Capital Advisors offers investment management and financial planning services to individuals and institutions. They create tailored portfolios using stocks, bonds, ETFs, and other investments. They also offer financial planning and consulting services covering retirement, estate, tax, and education planning. For investment management, they may use separate account managers on the Fidelity platform.
Assets Under Management$1.1B
Clients412
Advisors6
Avg. per Client$2.7M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management (also available separately)
Scott Capital Advisors offers two investment management services:
- Asset Management: The maximum annual fee is 1.25% of your portfolio, billed quarterly in advance. Fees are negotiable.
- Comprehensive Portfolio Management: The maximum annual fee is 1.50% of your portfolio, billed quarterly in advance. Fees are negotiable.
If Scott Capital Advisors uses a separate account manager on the Fidelity platform, the total fee will not exceed 1.50% for Asset Management and 1.75% for Comprehensive Portfolio Management.
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