Scott Jaffe
Scott Jaffe is a registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,478 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jaffe Tilchin charges a percentage of your portfolio's value each year for investment management. The maximum you'll pay is 2.00% annually, which includes any fees charged by independent managers. This fee covers actively managed cash balances. Fees are calculated based on the market value of your assets as determined by the custodian of your account.
Location
15350 N. Florida Ave., Tampa, FL, 33613
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Scott is a majority partner of Jaffe Tilchin Investment Partners, LLC, dedicating the majority of his time to the firm. Jaffe Tilchin Wealth Management provides investment and insurance services to individuals and businesses.
Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
Previous Registrations
Apw Capital, INC.Broker
J.W. Cole Financial, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
The Stuart-James Company, 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.