Scarborough Capital Management
Assets Under Management
$1.4B
Number of Clients
2,056
Number of Advisors
13
Average Client AUM
$681K
AUM per Advisor
$107.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Scarborough Capital Management offers portfolio management services, financial planning, and consultation services. They also act as a sub-adviser to Retirement Management Systems Inc. (RMS) for savings plan management. Investment portfolios are created using asset allocation principles.
Fee Structure
Portfolio management fees are asset-based and negotiable, with a maximum annual fee of 2.50%. Financial planning fees range from $0 to $2,500, depending on the plan's complexity. Consultation fees range from $250 to $500 per hour or a flat rate. Educational seminar fees range from $0 to $10,000, plus expenses. Savings Plan Management fees are fixed and vary depending on the account balance.
Areas of Practice
Location
1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401