SP
SP
Scott Phillips
8 Years of Experience
Dallas, TX
1 Disclosure
Scott Phillips is a registered investment advisor at Service Academy Capital Management LLC, based in Dallas, TX, with 8 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 60 clients with $730M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
60 clients
Average Client Portfolio
$12.2M average
Assets Under Management
$734.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.65% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Amount over $250,000,000 is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
3838 Oak Lawn Ave, Suite 1000, Dallas, TX, 75219
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 1977Final Disposition
Employment History
Current Registrations
Service Academy Capital Management LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
First Dallas Securities, INC.
April 2006 - January 2007 · 9 mos
Hodges Capital Management INC
January 2006 - January 2007 · 1 yr
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.