Roger Scott is a CFP-designated registered investment advisor at Scott Value Investing, based in Bellingham, WA, with 15 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 9 clients with $2.6M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
For accounts over $1 million, the fee is 0.5% for mutual funds and ETFs. Fees are negotiable.
Fee Estimator
Location
Bellingham, WA
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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
Roger is the proprietor of Scott Value Tax Services, offering tax preparation services since 2004. During tax season, this takes about 10-20% of Roger's time, and minimal time off-season.
Employment History
Current Registrations
Scott Value Investing
Previous Registrations
Kms Financial Services, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.