Scout Investments, INC.
Assets Under Management
$33.0B
Number of Clients
140
Number of Advisors
3
Average Client AUM
$236.0M
AUM per Advisor
$11.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Scout Investments is a national investment management firm offering discretionary investment management services to registered and unregistered investment companies, institutional accounts, and individuals through separately managed accounts and wrap fee accounts. They also provide model portfolios to financial intermediaries for use in UMAs. Scout offers various investment strategies, including customized and socially responsible portfolios, and fixed income strategies through its Reams Asset Management division. They do not provide financial planning or tax advice.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.80% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.60% |
Fee Estimator
Scout's investment advisory fees vary based on the client type and investment strategy, generally calculated as a percentage of assets managed. Fees are billed quarterly unless otherwise stated. Clients may be billed directly or have fees deducted from their custodial account, depending on the platform. All fees are negotiable and may vary based on client type, total assets managed, or specific investment objectives.
Areas of Practice
Location
1201 Walnut St, 21st Floor, Kansas City, MO, 64106