Scott Frank is a registered investment advisor at Dewitt Capital Management, based in Collegeville, PA, with 16 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 88 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fee Estimator
Location
3801 Germantown Pike, Suite 203, Collegeville, PA, 19426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott owns Valor Consult LLC and Portfolio Catapult Holdings LLC, requiring no time commitment. He is also co-founder of Portfolio Catapult, LLC and a shareholder of Catapult Financial Technologies Ltd (UK), dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Dewitt Capital Management
Previous Registrations
Etf Model Solutions, LLC
Dewitt Capital Management
Blue Spruce Global Advisors, LLC
Blue Spruce Global Advisors, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.