Mark Scott is a CFA-designated registered investment advisor at Trinvest Advisors, LLC, based in Volente, TX, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 31 clients with $13M 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 $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Volente, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark is a Business Development Consultant for a Caribbean-based financial services firm, which may present a conflict of interest. Clients are not required to use Mark's outside services.
Employment History
Current Registrations
Trinvest Advisors, LLC
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.