Scout Wealth Advisors provides investment advice and portfolio management to individuals and other entities. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. Scout Wealth may use sub-advisors to implement investment portfolios. As a fiduciary, Scout Wealth is legally required to act in the client's best interest.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
This fee schedule is for Asset Management services, which are reserved for clients with less than $250,000 in assets under management. A written financial plan with a minimum fee of $1,500 is generally required for clients subscribing to this service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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