Stephen Scott is a registered investment advisor at Scott Investment Advisors, L.P., based in Jackson, WY, with 3 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.90% |
| $250K - $500K | 1.50% |
| $499K - $1000K | 1.30% |
| $1000K - $3.0M | 1.00% |
| $3M+ | 0.90% |
SAM Management fee schedule. SAM Management has a $300 annual minimum fee. SAM Management Plus and SAM Management 1 have higher minimum fees ($900 and $1,425 respectively). Institutional tax-exempt clients may be eligible for different fee schedules.
Fee Estimator
Location
357 E Kelly Ave, Jackson, WY, 83001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is the President and owns 91% of Scott Investment Advisors, L.P., the parent company of the investment advisor. He spends minimal time on this activity, primarily balancing accounts.
Employment History
Current Registrations
Scott Investment Advisors, L.P.
State Registrations1 state
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