Scott Briney is a registered investment advisor at Capital Advice, LLC, based in Plano, TX, with 36 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 5 clients with $2.1M 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 | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees may be negotiable based upon certain circumstances. Accounts that are considered the same household may be aggregated for breakpoints.
Fee Estimator
Location
Plano, 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
Scott is independently licensed to sell insurance products through various insurance companies and receives commissions. This activity is investment-related.
Employment History
Current Registrations
Capital Advice, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Linsco/private Ledger CORP.Broker
Quick & Reilly, INC.Broker
Addison Securities, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Alex. Brown & Sons, 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.