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Scott Angell

Advisor at Angell Capital Management, LLC

Updated today
Angell Capital Management, LLC logo

Firm

Angell Capital Management, LLC

Location

Centralia, MO 65240

Credentials

Series 63, Series 65

Industry experience

25 years

About

Scott Angell is a financial advisor with Angell Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Angell Capital Management since 2000 and was previously with 1522 Long Term Care Advisors, LLC from 2018 to 2024. Angell Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process emphasizes asset allocation through traditional methods, quantitative techniques, and behavioral finance, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Client services

Based on Angell Capital Management, LLC

Financial planning Portfolio management

Expertise

Based on Angell Capital Management, LLC

General retirement planning Cash flow / budgeting

Fee options

Fixed

Financial planning fees are fixed fees ranging from $500 to $2,000 depending on complexity

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: Negotiable

Other

Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $625 for accounts below $250,000 Fee-only: Fixed fees ranging from $500 to $2,000 for financial planning/consulting

Location

118 West Sneed Street, Ste C

Centralia, MO 65240

Most active in

Illinois · Kansas · Missouri · Texas

Work history

1522 Long Term Care Advisors, LLC

2018 - 2024 (6 years)

Angell Capital Management, LLC

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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