Scarborough Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Scarborough Capital Management offers portfolio management services, creating and advising on investment portfolios using models or custom portfolios. They also provide financial planning and consulting services for a negotiated fee. Scarborough acts as a sub-advisor to Retirement Management Systems Inc. (RMS), advising plan participants on their employer-sponsored plans.

Assets Under Management$1.4B
Clients2,056
Advisors15
Avg. per Client$680K
Avg. per Advisor$93M

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

15 Advisors at this firm

Scarborough Capital Management | TrueAdvisor