Michael Scott Bolar
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and previous fee schedules are still in effect for some clients.
Fee Estimator
The standard investment management fees are based on a percentage of assets under management, but fees are negotiable and may vary. For clients receiving investment management services, most ongoing financial planning and consulting services are included in the investment management fees. Hourly fees for financial planning and consulting range from $250 to $400 per hour, plus expenses. Fixed fees may also be charged for financial planning and consulting services. Clients will also incur charges from custodians, broker-dealers, and other third parties.
Areas of Practice
Advisor Information
Office location
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ, 85251
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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