DC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
138 clients
Average Client Portfolio
$621K average
Assets Under Management
$85.7M
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
Investment ManagementRetirement PlanningEducation Planning
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Advisor Information
Office location
822 Kumho Drive, Suite 300, Fairlawn, OH, 44333
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Scofield & Company, LLC
January 2023 - Present · 3 yrs
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.