Samantha Harris is a CFP-designated registered investment advisor at Scarborough Capital Management, based in Annapolis, MD, with 10 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,056 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Scarborough Capital Management charges a percentage of your portfolio's value for investment management. This fee is negotiable and paid quarterly. The exact percentage depends on the total amount you have invested with them. The fee is taken directly from your account. They use a 'breakpoint' fee schedule, meaning all your assets are charged the same percentage based on the total amount under management.
Location
1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401
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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
Samantha works as an employee at Scarborough Capital Management, an SEC-registered investment advisor, providing administrative support. This takes about half of Samantha's time.
Employment History
Current Registrations
Scarborough Capital Management
Independent Financial Group, LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations1 state
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.