William Scott
William Scott is a registered investment advisor at Scott and Associates of Texas, INC., based in Garland, TX, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 45 clients with $14M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Location
Garland, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business ActivitiesSells Insurance
William is an insurance agent offering fixed and index annuities and life insurance products. This activity takes about 10-20% of his time, all during securities trading hours.
Employment History
Current Registrations
Scott and Associates of Texas, INC.
Previous Registrations
Questar Asset Management, INC.
Raymond James Financial Services
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.