Scofield & Company, LLC
Assets Under Management
$85.7M
Number of Clients
138
Number of Advisors
5
Average Client AUM
$621K
AUM per Advisor
$17.1M
Compensation
Fee-Only (AUM)
About This Firm
Scofield and Company, LLC offers investment advice and some financial planning services. Investment advice includes portfolio management, asset allocation, and investment selection aided by quantitative analysis. Financial planning includes investment advice and analysis of retirement planning, higher education funding, and employee benefits. Services are tailored to individual client needs.
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
Location
822 Kumho Drive, Suite 300, Fairlawn, OH, 44333