Ladonna Scott
Ladonna Scott is a CFP-designated registered investment advisor at Wealth Watch Advisors, INC, based in Lubbock, TX, with 39 years of industry experience. Ladonna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,587 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Standard annual management fee ranges from 0.77% to 1.95%. Specialized models have separate fee structures (Howard Capital Ultra Aggressive ranges from 1.52% to 2.52%; ZEGA Financial models range from 1.02% to 2.02%; private placement funds range from 0.50% to 1.25%). Household asset discounts apply for eligible accounts.
Fee Estimator
Location
Lubbock, TX
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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
Ladonna is an insurance agent and owner of Scott Financial Services, a sole proprietorship involved in sales and service. She dedicates about 10-20% of her time to this, selling fixed annuities, disability insurance (AFLAC), life insurance, employee benefits, and long-term care.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Sagepoint Financial, INC.Broker
Questar Capital CorporationBroker
C C F Investments, INC.Broker
The Leaders Group, INC.Broker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
The Leaders Group, INC.Broker
H.D. Vest Investment Securities, INC.Broker
PFS Investments INC.Broker
Ifg Network Securities, INC.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
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.
Exams
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