Jeffrey Scott is a registered investment advisor at Pennfield Capital CORP, based in South Bend, IN, with 9 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 154 clients with $77M 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 $250K | 2.25% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 1.00% |
The minimum annual fee for services will be 1.0%.
Fee Estimator
Location
205 West Jefferson Blvd. - Suite 400, South Bend, IN, 46601
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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
Jeffrey is a board member and owner of 4% of Buffalo Bayou Brewing Company since 2011. He dedicates minimal time to this brewery, primarily attending one board meeting per year.
Employment History
Current Registrations
Pennfield Capital CORP
State Registrations2 states
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