Advisor at Financial Asset Management Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Asset Management Corp
Location
Chappaqua, NY 10514
Credentials
CFP®
Industry experience
4 years
Scott Kahan is a CFP® professional with four years of industry experience. He is part of a four-advisor team at Financial Asset Management Corp, a firm registered since 1986. Financial Asset Management Corp provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, small business owners, and certain pension and profit-sharing plans. The firm uses a combination of firm model portfolios and third-party Independent Managers, employing long-term and tactical strategies tailored to client risk tolerances and objectives.
Based on Financial Asset Management Corp
Based on Financial Asset Management Corp
$0 - $750,000: Initial Planning Fee $4,400; Quarterly Fee $2,200 $750,001 - $1,000,000: Initial Planning Fee $5,000; Quarterly Fee $2,500 $1,000,001 - $1,250,000: Initial Planning Fee $5,600; Quarterly Fee $2,800 $1,250,001 - $1,500,000: Initial Planning Fee $6,200; Quarterly Fee $3,100 $1,500,001 - $1,750,000: Initial Planning Fee $6,800; Quarterly Fee $3,400 $1,750,001+: Additional $600 Initial Fee and $300 Quarterly Fee for each $250,000 increase over $1,750,000
Account minimum: $750,000 Minimum fee: Initial Planning Fee starting at $4,400 for up to $750,000 Investable Assets; Quarterly Fee starting at $2,200 for up to $750,000 Investable Assets Fee-only: Fixed initial and quarterly fees as per tiered schedule; some legacy clients charged 0.60% to 1.00% annually AUM fees
26 South Greeley Ave
Chappaqua, NY 10514
New York
Financial Asset Management Corp
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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