Scott Jaffe
Scott Jaffe is a registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, with 40 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 1,892 clients with $2.4B 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 | 2.00% |
Maximum annual fee is 2.00% of assets under management, inclusive of any independent manager's fees.
Fee Estimator
Location
15350 N. Florida Ave, Tampa, FL, 33613
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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.
Exams
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