Scott Financial Resources offers ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Financial planning services include investment, insurance, tax, retirement, education, and debt/credit planning. Scott Financial Resources generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and private placements.
Assets Under Management$3.7M
Clients10
Advisors1
Avg. per Client$370K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...