SG
CFA
SG
CFA

Scott Granowski

22 Years of Experience

Scott Granowski is a CFA-designated registered investment advisor at Academy Capital Management, based in Waco, TX, with 22 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 970 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
970 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

In certain solicitor-generated accounts, management fees will be split between ACM and the solicitor. In these situations, the client may be paying a fee that is larger than ACM’s basic fee schedule. Management fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 N Valley Mills Suite 200, Waco, TX, 76710

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Academy Capital Management
March 2005 - Present · 21 yrs 1 mo
Previous Registrations
Academy Capital Management
March 2003 - December 2004 · 1 yr 9 mos
Academy Capital Management
March 2003 - December 2003 · 9 mos
State Registrations2 states
GATX
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.
Scott Granowski - Financial Advisor | TrueAdvisor