Scout Asset Management offers portfolio management tailored to individual client goals and risk tolerance. They also provide pension consulting services and financial planning, including investment, insurance, tax, retirement, education, and debt/credit planning. Scout Asset Management primarily advises on mutual funds, fixed income, insurance products, equities, ETFs, and non-U.S. securities.
Assets Under Management$67M
Clients108
Advisors1
Avg. per Client$620K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees are negotiable. The annual rate for assets in Class F-2 shares of the American Funds is ~0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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