Scofield and Company offers investment advice including portfolio management, asset allocation, and investment selection. They use computer analysis to help with investment decisions. They also offer financial planning services including retirement planning, education funding, and employee benefits analysis. Investment advice is tailored to each client's individual needs and goals.
Assets Under Management$96M
Clients138
Advisors5
Avg. per Client$690K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The firm charges a flat percentage from 0.25% to 2% of total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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