Scott Bombeck, CFP®
Acanthus Associates

Tel: (877) 956-7526
211 Lazaretto Rd
Suite 9F
Prospect Park, PA 19076

Independent Minds - Unbiased Advice

Acanthus Associates | Financial Advisor in Prospect Park ,PA

About Acanthus Associates

Connect With an Expert Financial Advisor and Get Answers

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.


General Information

Firm Start Year:   2005
Insurance License#:   347423
Name of Broker/Dealer:   Cambridge Investment Research
Name of Custodial Firm:   Pershing
States Licensed in:   PA, NJ, DE, FL, CA, MD
Number of Years with Current Firm:   9
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).
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services

Investment Types:   Annuities , Mutual Funds , Bonds , Stocks , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , At your home , Via phone , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Accident , Annuity , Health , Life , HMO , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Professional Business Network - Board Officer Ridley Twp Business Association Board Member - Penn State Alumni Association


Firm Information

Firm's Number of Clients:   110
Firm's Number of Planning Clients:   50
Firm's Number of Managed Clients:   40
Advisor's Number of Clients:   110
Advisor's Number of Managed Clients:   40
Advisor's Number of Planning Clients:   50


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Commissions , Based on Assets , Hourly , Flat Fee
Fee % Based on Assets:   Variable
Hourly Rate:   $150
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.



Disclaimer

Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Acanthus Associates are not affiliated.

Scott Bombeck, CFP®

Scott Bombeck, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant