Loretta Scarpettiscroggins
Loretta Scarpettiscroggins is a registered investment advisor at Aventura Capital Management, LLC, based in Boca Raton, FL, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 127 clients with $58M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally not negotiable, but may be in certain circumstances.
Fee Estimator
Location
5550 Glades Road, Suite 535, Boca Raton, FL, 33431
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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 ActivitiesSells Insurance
Loretta is involved with Scarpetti & Scroggins, LLC since 1997, selling fixed annuities, life insurance, disability insurance, and long-term care insurance. She also sells life insurance through Scarpetti & Scroggins, Inc. since 2007, dedicating full-time attention to these activities.
Employment History
Current Registrations
Aventura Capital Management, LLC
Previous Registrations
Aventura Capital Management, LLC
Envision Investment Advisors, LLC
Scarpetti Asset Management LLC
State Registrations2 states
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.