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Scott Colyer

39 Years of Experience
Boerne, TX
2 DisclosuresBroker

Scott Colyer is a registered investment advisor at Advisors Asset Management, INC., based in Boerne, TX, with 39 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 1,867 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
132 advisors
Number of Clients
1,867 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.

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Location

28025 Ih-10 West, Boerne, TX, 78006

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History

Regulatory History (2)
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 1994
Settled
Customer Dispute
January 1991
Settled
Other Business Activities

Scott is a trustee for T&CM Trust, spending minimal time on it, and a manager of S&LC Family LLC, dedicating about 10-20% of his time. He also manages the securities and property of S&LC Family LLC and is involved in purchasing and selling classic cars for the LLC's collection under Promontory Car Collectors, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Advisors Asset Management, INC.
August 2002 - Present · 23 yrs 9 mos
Advisors Asset Management, INC.Broker
January 2001 - Present · 25 yrs 4 mos
Previous Registrations
Century Securities Associates, INC.Broker
September 1998 - March 2001 · 2 yrs 6 mos
Painewebber IncorporatedBroker
April 1994 - September 1998 · 4 yrs 5 mos
Prudential Securities IncorporatedBroker
October 1989 - April 1994 · 4 yrs 6 mos
Central Investment Services, INC.Broker
June 1988 - October 1989 · 1 yr 4 mos
Thomson Mckinnon Securities INC.Broker
March 1986 - June 1988 · 2 yrs 3 mos
State Registrations41 states
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AdvisorBrokerBoth

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 Colyer - Financial Advisor | TrueAdvisor