Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Scofield and Company is compensated through set fees based on assets under management. Fees are negotiable and billed quarterly in arrears. The fee schedule is a flat percentage ranging from 0.25% to 2% of total assets under management. Clients may also incur additional fees such as custodial fees, mutual fund and ETF expenses, and wire transfer fees.
Areas of Practice
Advisor Information
Office location
822 Kumho Drive, Suite 300, Fairlawn, OH, 44333
Get directionsRegulatory 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
Casey owns Urdiales Compliance Consultants, LLC, which provides compliance consulting to registered investment advisors. Casey founded the consultancy in 2018 and dedicates a few hours per week to consulting with clients.