Investment Management

Creating and maintaining a customized investment portfolio that is tailored to your long-term goals

Accounts $40,000 and above

For accounts larger than $40,000 we apply a fixed-rate fee of 1.25% of total assets under management.

Asset management fees are applied quarterly in arrears.

Accounts from $20,000 to $40,000

At Scope Wealth Management, our goal is to help as many people as we can. We service the smallest account minimums in the industry so that anyone can benefit from our services.

Investment Management fees for accounts from $20,000 to $40,000 are a fixed cost of $125 per quarter.

 

Financial Planning

Comprehensive financial plans are designed specifically for each client with their financial goals in mind

included with investment management*

For investment management clients, services include a comprehensive financial plan and investment plan.

We believe building the plan and working the plan go hand-in-hand, so we provide these services together at the same cost to maximize the benefit for our clients.

Financial Plans include strategies for Budgeting, Cash Flow Management, Insurance/Risk Mitigation, Estate Planning, Educational Savings, Debt Management, Taxation, and Investment Portfolios.

Standalone plan

We also provide standalone plans for folks who don’t need our investment management services.

Work with a Certified Financial Planner™ to design a comprehensive plan that matches your needs and goals.

Standalone Financial Plans include strategies for Budgeting, Cash Flow Management, Insurance/Risk Mitigation, Estate Planning, Educational Savings, Debt Management, Taxation, and Investment Portfolios.

$2,500 one-time, up-front fee

 

*For clients who utilize both our planning and investment services, the fees for investment management and a financial plan are offset—meaning you will not be charged for both. Once investment management fees reach $2,500 in aggregate, the financial planning fee is waived and included for free. This benefits our investment clients by integrating both of our services.