Scott Leclaire
Scott Leclaire is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Glastonbury, CT, with 39 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
200 Glastonbury Blvd, Suite 101, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2003Other Business ActivitiesSells Insurance
Scott co-owns Heritage Capital Advisors, LLC and SR Financial Advisors, LLC, and is the sole member and owner of SJL Financial Services, LLC, all entities created for operating securities and advisory businesses. He also subleases office space and sells fixed insurance, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations20 states
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.