Scofield & Company, LLC

SCOFIELD AND COMPANY, LLC is a registered investment adviser based in Fairlawn, Ohio, established in 1989 by President Alan W. Scofield. The firm specializes in offering investment advice and financial planning services tailored to individual client needs. They provide portfolio management, asset allocation, and investment selection aided by quantitative analysis. The firm's investment strategies range from conservative income to aggressive growth, with portfolios rebalanced quarterly based on market volatility. Clients are charged management fees ranging from 0.25% to 2% of total assets under management, billed quarterly in arrears. Additional fees may include custodial fees, mutual fund expenses, and brokerage costs. The firm does not accept performance-based fees and primarily serves individuals and high net worth individuals. SCOFIELD AND COMPANY has discretionary authority over client assets, with about $85.7 million managed on a discretionary basis as of March 27, 2024. The firm's investment philosophy involves a thorough understanding of clients' financial situations, needs, objectives, and risk tolerance to provide tailored investment advice. Clients are encouraged to review account statements and evaluations provided by the firm regularly. The firm's team includes President Alan W. Scofield, Chief Compliance Officer Casey P. Urdiales, and other experienced investment adviser representatives.