| Advisor Profile |
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| Name: |
Scott Bombeck |
| Phone Number: |
(484) 235-5373 |
| Website: |
Visit Website
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| Disclaimer |
| Investment Advisory Services and Securities offered through ING Financial Partners, Member SIPC. Acanthus Associates is not a subsidiary of or controlled by ING Financial Partners. |
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Business Description |
| Acanthus Associates is a client-focused financial services firm providing wealth protection strategies, asset management and financial and estate planning to individuals and businesses. Our core belief is to provide the best advice we possibly can to our valued clients. As we are an independent firm we are not influenced or limited to using proprietary financial products by a parent company. |
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General Information |
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| Insurance License#: |
347423
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| Name of Broker/Dealer: |
ING Financial Partners
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| Name of Custodial Firm: |
Pershing
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| States Licensed in: |
PA, NJ, DE, FL, CA
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| Years of Experience in Financial Services: |
10
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| Number of Years with Current Firm: |
2
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| Work Experience: |
Prior to founding Acanthus Associates in January of 2006, Scott was an Investment Advisory Representative and a Registered Representative of The MONY Group(2002-2005) and AXA Advisors(1997-2002).
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| I work with the following types of clients: |
Businesses, Non-Profit Organizations, Individual Investors
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Education |
| Academic Background |
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| BS, Economics, minor in Business Administration - The Pennsylvania State University |
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Services |
| Investment Types: |
Insurance, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 65, Series 63, Series 7, Series 6
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Variable Life, Disability, Accident, Annuity, Health, HMO, Life
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
Professional Business Network - Board Officer
Ridley Twp Business Association
Board Member - Penn State Alumni Association
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
110
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| Firm's Number of Planning Clients: |
50
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| Firm's Number of Managed Clients: |
40
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| Advisor's Number of Clients: |
110
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| Advisor's Number of Managed Clients: |
40
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| Advisor's Number of Planning Clients: |
50
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Commissions, Hourly, Flat Fee, Based on Assets
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| Fee % Based on Assets: |
Variable
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| Additional Details on Charges: |
Asset management fee percent based on overall size of account under management. Planning fees are contingent upon scope of plan. Free initial consultation, proposal and fee quote available.
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| Prepared By: |
Scott Bombeck |
| Most Recent Update: |
07/08/2008 |
Frequently Asked Questions |
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