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CFP
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CFP

Scott Shagrin

Beverly Hills Private Wealth, LLC
43 Years of Experience
Beverly Hills, CA
1 Disclosure
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Scott Shagrin is a CFP-designated registered investment advisor at Beverly Hills Private Wealth, LLC, based in Beverly Hills, CA, with 43 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 250 clients with $910M in assets under management.

Beverly Hills Private Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
250 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$912.2M

Fee Structure

Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum annual fee charged will not exceed 1.50%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

350 S. Beverly Drive, Suite 360, Beverly Hills, CA, 90212

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History

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.
Customer Dispute
April 2003
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Beverly Hills Private Wealth, LLC
October 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - October 2022 · 16 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - October 2022 · 16 yrs 1 mo
Citigroup Global Markets INC.
July 1997 - September 2006 · 9 yrs 2 mos
Citigroup Global Markets INC.Broker
October 1991 - September 2006 · 14 yrs 11 mos
Lehman Brothers INC.Broker
July 1983 - November 1991 · 8 yrs 4 mos
State Registrations2 states
CATX
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.
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